Ryan Michaelis

Current Employers

Employment History

• 07/2014 → 04/2017
  Berthel Fisher & Company Financial Services, Inc.
  Maple Grove, MN
• 04/2016 → 04/2017
  Berthel Fisher & Company Planning, Inc.
  Maple Grove, MN
• 05/2017 → Present
  Valmark Securities, Inc.
  Akron, OH
• 05/2017 → Present
  B & E Investment Advisers, Inc.
  Wayzata, MN

Previous Registrations

• 2016-05-03 → 2017-04-28
  Bfc Planning, Inc.
  Maple Grove, MN
  Cedar Rapids, IA

Other Businesses

1) B&E Investment Advisers, Inc; Wayzata, MN; Vice President; Provide financial planning for clients; investment related; Start Date 12/31/2021; Approximately 40+ hours per month; compensation K1 Income; paid by salary, bonuses and "S" distributions from company; 5% owner of RIA./// 2) B&E Pension Advisers, Inc., Wayzata, MN; Vice President; Work with clients and their 401k's; YES Investment Related; Start Date 12/31/2021, 5% ownership; Approximately 11-20 hrs. per month; compensated via "S" distributions from company.///

Exams

• S66 Uniform Combined State Law Examination
  2016-04-18
• S63 Uniform Securities Agent State Law Examination
  2010-10-11

Designations

Other Names

• Ryan Michaelis
• Ryan Allen Michaelis