CFP®, CRPC™, ChFC®, RICP®, APMA™
Private Wealth Advisor
CERTIFIED FINANCIAL PLANNER™ practitioner
Ryan, Ternes & Associates
This number may include years as a financial advisor, and/or experience as a registered representative.
Areas of focus
- Retirement Planning Strategies
- Investment Management
- Retirement Income Strategies
- Tax Planning Strategies
- Estate Planning Strategies
- Small Business
CFP® CERTIFIED FINANCIAL PLANNER™
CRPC™ Chartered Retirement Planning Counselor™
ChFC® Chartered Financial Consultant®
RICP® Retirement Income Certified Professional®
APMA™ Accredited Portfolio Management Advisor™
- Bachelor of Arts, Gustavus Adolphus College, 2003
- Financial Planning Certificate Program, Minnesota State University Mankato, 2006
Awards & recognition
- Ameriprise Circle of Success, 2008, 2014-2021
- Forbes Best-in-State Next-Generation Wealth Advisors, 2019
- Forbes Best-in-State Wealth Advisors, 2021
- My wife Tricia and I love family time with our children, Logan, Sophia, Annabelle, Blake, Zander and Grayson.
- We enjoy traveling and spending time with our family and friends.
- I am an avid golfer and hockey fan.
- We are committed to supporting the Altru Cancer Center and Health Foundation, as well as other charitable organizations.