Ryan McNamara

Home / About Us / Directory / Ryan McNamara

Ryan McNamara CERTIFIED FINANCIAL PLANNER™ professional CHARTERED LIFE UNDERWRITER®

Back to Plan
Dir_RyanMcNamara P: 507.831.1322
F: 507.831.5859

I promise to deliver a Great Experience by…

“helping my clients find the path to a successful financial future by developing a detailed, personalized plan.”

Education/Experience

  • 17 years of experience in the financial services industry
  • Degree in banking and finance from the Lake Area Technical Institute, Watertown, South Dakota

“I started working in the mailroom of a local bank when I started college. …I moved to the operations department, the teller line, retail banking/consumer lending, real estate lending and finally Wealth Management.”

Expertise

  • Financial and retirement planning
  • Investment account management
  • Life and health insurance coverage

Credentials

  • CERTIFIED FINANCIAL PLANNER™ professional
  • CHARTERED LIFE UNDERWRITER®
  • Accredited Investment Fiduciary®

Interests

Last book I read: Lone Survivor
What I do for fun: Golf, travel with family, play at the lake
If I won the lottery, I would: Invest it!

Contact: Ryan McNamara

CERTIFIED FINANCIAL PLANNER™ professional CHARTERED LIFE UNDERWRITER®
507.831.1322
  • Ryan McNamara’s Service Locations