Winifred Wai Yi Ryan

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 10/2024 → 07/2025
  Next Financial Group
  Bradenton, FL
• 07/2025 → Present
  Lpl Financial Llc
  Bradenton, FL
• 01/2000 → 07/2025
  Next Financial Group
  Eden Prairie, MN
• 10/1992 → 05/2017
  Norm Grant & Associates
  Eden Prairie, MN

Previous Registrations

• 2013-08-02 → 2025-07-10
  Next Financial Group, Inc.
  Eden Prairie, MN
  Eden Prairie, MN
  Eden Prairie, MN
  Bradenton, FL

Other Businesses

1- 07/2025 - Insurance Trails - Non-Variable Insurance Commission Trails - Agent - Investment Related - At Reported Business Location(s) - Start Date 05/30/2025 2- 07/2025 - Ryan Grant Investments, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 05/01/2017 - 160 hours per month/ during trading

Exams

• S66 Uniform Combined State Law Examination
  2013-08-01
• S63 Uniform Securities Agent State Law Examination
  1998-12-21