Ryan McNamara

Bank Midwest Home / About Us / Directory / Ryan McNamara

Ryan McNamara CERTIFIED FINANCIAL PLANNER™, professional CHARTERED LIFE UNDERWRITER®, Accredited Investment Fiduciary®

Back to Plan
Dir_RyanMcNamara Contact me
P: 800.662.8756
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.”

Expertise

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

Education/Experience

  • 19 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 — General securities principal
  • FINRA Series 7 — General securities representative
  • FINRA Series 63 — Uniform securities state law
  • MN Producer — Life and health

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!

Ryan McNamara’s Service Locations