Carrie Ryan

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 08/2011 → Present
  Wells Fargo Advisors Financial Network Llc
  Indianapolis, IN

Previous Registrations

• 2008-01-01 → 2011-08-05
  Wells Fargo Clearing Services, Llc
  Indianapolis, IN
• 2000-02-10 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Indianapolis, IN
  Indianapolis, IN
  St. Louis, MO

Other Businesses

INDIANA HISTORICAL SOCIETY, INV RELATED, INDIANAPOLIS, IN, INVESTMENT COMMITTEE MEMBER, START 5/29/2012, 2 HOURS PER MONTH, ZERO DURING TRADING. JENNINGS CA LLC; INVESTMENT RELATED; SAN MARTIN, CA; 0% OWNERSHIP-MANAGER/SECRETARY; START DATE 11/19/2014, 1 HR PER MONTH, 0 HRS DURING TRADING, FAMILY LLC TO HOLD REAL ESTATE. ANGELINA CA 2 LLC; INVESTMENT RELATED; SAN MARTIN, CA; MANAGER/SECRETARY; FAMILY OWNED LLC HOLDS REAL ESTATE; START 3/19/2015; 1 HR PER MONTH; 1 HR DURING TRADING. SOMMER CA LLC, INV RELATED, MORGAN HILL, CA, MANAGER/SECRETARY, FAMILY OWNED LLC HOLDS REAL ESTATE, START 8/12/2016, 1 HOUR PER MONTH/0 DURING TRADING. OUCH LLC, INV RELATED, FORTVILLE, IN, MANAGER/SECRETARY, FAMILY OWNED LLC HOLDS REAL ESTATE, START 8/23/2016, 1 HOUR/MONTH, 0 DURING TRADING. SOMMER CA 2 LLC, INV RELATED, MORGAN HILL, CA, MANAGER/SECRETARY, FAMILY OWNED LLC HOLD REAL ESTATE, START 2/21/2017, 1 HR/MONTH, 0 HRS DURING TRADING. PR CAPITAL MANAGEMENT LLC, INV RELATED, INDIANAPOLIS, IN, 50% OWNERSHIP, START 9/13/2012, ZERO HOURS PER MONTH, ZERO DURING TRADING, FINET PRACTICE. RYAN CAPITAL MANAGEMENT INC, INV RELATED, INDIANAPOLIS, IN, 100% OWNERSHIP, START 6/27/2011, ZERO HOURS PER MONTH, ZERO DURING TRADING, FINET PRACTICE. ANGELINA CA, LLC, INVT RELATED, MORGAN HILL, CA, MANAGER/CHECK SIGNER, START DATE 5/1/2014, 1 HR PER MONTH AND DURING TRADING, CHECK SIGNER FOR RENTAL PROPERTIES

Exams

• S63 Uniform Securities Agent State Law Examination
  1985-03-08

Designations

• Certified Financial Planner

Other Names

• Carrie Ryan
• Carrie Beth Chapman
• Carrie Beth Jaggers
• Carrie Beth Ahrendts
• Carrie Beth Ryan