PHISHING SCAM ALERT

We have received reports of an email phishing scam that has been sent on behalf of Bank Midwest with a link requesting confidential information. 
**THIS IS NOT A LEGITIMATE REQUEST.** 
Bank Midwest or other legitimate businesses will never request account passwords, PINs or other confidential information via unsolicited email or text requests.  If you received but didn’t respond to the message, you don’t need to call Bank Midwest.  We’re aware of the situation.

Ryan McNamara

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Ryan McNamara - CFP®, CLU®, AIF®

Back to Wealth Advisors
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