Ryan Michael Palmer

Employer firm

Optimist Retirement Group, LLC CRD 119086

$245M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 02/2002 → Present
  Williams Palmer
  Bellevue, WA
• 01/2013 → Present
  Cetera Advisors Llc
  Denver, CO

Previous Registrations

• 1999-02-22 → 2005-08-26
  Pacific West Financial Consultants Inc
  Bellevue, WA

Other Businesses

1. INSURANCE LICENSED WITH VARIOUS COMPANIES SINCE 3/2001; 2. WILLIAMS PALMER - OUTSIDE RIA SINCE 12/2004. 3. NAME OF OTHER BUSINESS: WILLIAMS PALMER REAL ESTATE, LLC: INVESTMENT RELATED: NO; ADDRESS: 9845 E BELL ROAD #120, SCOTTSDALE, AZ 85260; NATURE OF BUSINESS: REAL ESTATE OWNERSHIP; START DATE: 10/2017; POSITION/TITLE/RELATIONSHIP: OWNER / MEMBER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: MAKING SURE MORTGAGE GETS PAID, AND TAXES GET FILED;

Exams

• S66 Uniform Combined State Law Examination
  1998-12-12

Designations

• Certified Financial Planner