RyanWilliamson- Financial Advisor La Grange, IL

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About Ryan Williamson

At Horizon Wealth Management, we give you the confidence of working with an independent registered investment advisory firm, commonly called a fiduciary. As such, we're held to the industry's highest levels of fiduciary duty to our clients. Our commitment to you extends beyond this duty to our sophisticated, institutional-grade approach to your investment. Horizon distinguishes itself with our exclusive level of client support suited to the complex needs of individuals and families.

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General Information

Firm Start Year

1924

CRD#

3262671

Firm CRD#

170255

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Individual Investors, Non-Profit Organizations, Businesses

Advisory Services Provided

Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Wealth Management, Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, AIF^®

Securities Licenses

Series 7, Series 66, Series 63, Series 24

Insurance and Annuity Licenses

Life, Variable Annuity, Long Term Care, Variable Life

Firm Information

Assets Managed by Advisor

$500,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$250,000

Compensation Methods

Based on Assets, Hourly

Fee % Based on Assets

Hourly Rate

$150

Education

Bachelor of Arts -

Indiana University
08/1996 -05/2000

Disclosures

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LPL ADV 2A

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Additional Detailed Disclosures

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/wiseradvisor/wiseradvisor-lpl-detailed-disclosures.pdf

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC. (hyperlink FINRA & SIPC) The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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Paladin Research Report For:

Ryan Williamson

Horizon Wealth Management