Ryan McNamara

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Ryan McNamara - CFP®, CLU®, AIF®

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Ryan McNamara, Financial Planner Contact me
P: 800.662.8756
F: 507.831.5859

My goal is to deliver a Great Experience by…

“helping my clients work towards a successful financial future by developing a detailed, personalized plan.”

Areas of Focus

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

Education/Experience

  • 22 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.”

Credentials

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

Registrations and Licenses

  • FINRA Series 24 registration held through LPL Financial — General securities principal
  • FINRA Series 7 registration held through LPL Financial — General securities representative
  • FINRA Series 63 registration held through LPL Financial — Uniform securities state law
  • MN Producer — Life and health

Interests

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

 

Check the background of investment professionals associated with this site on FINRA’s BrokerCheckexternal link.

Ryan McNamara’s Service Locations