John Richard Ryan

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2012 → 11/2022
  Lincoln Financial Advisors Corporation
  Shoreview, MN
• 11/2022 → 01/2026
  Commonwealth Financial Network
  San Diego, CA
• 06/2012 → Present
  Ryan Financial Group Llc
  Hibbing, MN
• 01/2026 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 01/2026 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2022-11-01 → 2026-01-29
  Commonwealth Financial Network
  Hibbing, MN
  San Diego, CA
• 2012-07-19 → 2022-11-03
  Osaic Fa, Inc.
  Edina, MN
  White Bear Lake, MN
  Hibbing, MN
  Hibbing, MN

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 10/2005; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 1; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 2. NAME OF OTHER BUSINESS: RONALD MCDONALD HOUSE CHARITIES - UPPER MIDWEST; INVESTMENT RELATED: NO; ADDRESS: 621 SE OAK STREET, MINNEAPOLIS, MN 55414; NATURE OF BUSINESS: CHARITY; START DATE: 06/2020; POSITION/TITLE/RELATIONSHIP: ELECTED BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: APPROVAL OF BUDGETS FOR THE RONALD MCDONALD HOUSE(S) IN MINNESOTA; 3. NAME OF OTHER BUSINESS: NATIONAL BANK OF COMMERCE - ADVISORY BOARD INVESTMENT RELATED: NO; ADDRESS: 2521 1ST AVE., HIBBING, MN 55746; NATURE OF BUSINESS: BANK ADVISORY BOARD; START DATE: 11/2023; POSITION/TITLE/RELATIONSHIP: ADVISORY BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: ADVISE THE MANAGEMENT OF NATIONAL BANK OF COMMERCE ABOUT UPCOMING OPPORTUNITIES IN THE HIBBING, MN MARKETPLACE; 4. NAME OF OTHER BUSINESS: RYAN FINANCIAL GROUP, LLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL PLANNING AND INVESTMENT ADVICE; START DATE: 06/2012; POSITION/TITLE/RELATIONSHIP: MANAGING PARTNER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 8; BRIEF DESCRIPTION OF DUTIES: MANAGE THE OFFICE OF OUR INVESTMENT ADVISORY PRACTICE;

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-06-25
• S63 Uniform Securities Agent State Law Examination
  2005-10-26

Designations

• Certified Financial Planner

Other Names

• John Richard Ryan
• John Richard Ryan Iii