Ryan McNamara,
CLU®, CFP®, AIF®
Financial Advisor
"Helping my clients find the path to a successful financial future by developing a detailed, personalized plan."
Education
- Associate of Arts and Sciences, Banking and Finance – Lake Area Technical Institute, Watertown, South Dakota
Registrations and Licenses
- FINRA Series 7* – General Securities Representative
- FINRA Series 24* – General Securities Principal
- FINRA Series 63* – Uniform Securities Agent State Law
- Minnesota Producer – Life and Health
*Held through Raymond James
Experience
- 24 years of experience in the financial services industry
- Financial and retirement planning
- Investment account management
- Life Insurance coverage
Credentials
- Certified Financial Planner®
- Chartered Life Underwriter®
- Accredited Investment Fiduciary®
Community Service
- Windom Area Hockey Association Treasurer
A Little More About Me
- Golfing, hunting and fishing
- Spending time with family
- Traveling
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
