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Joshua Michael Ryan

Advisor at Harbour Investments, Inc. — Gilbert, AZ

Updated today

Credentials

Series 66

Experience

18 years

Location

Gilbert, AZ 85296

Harbour Investments, Inc. logo

Harbour Investments, Inc.

Multi-team

Total advisors

247

Across 129 offices

Clients per advisor

121 Very High

Avg AUM per client

$309,963 Low

HNW client ratio

5% Very Low

About

Joshua Ryan is a financial advisor with Harbour Investments, Inc., holding a Series 66 credential and 18 years of industry experience. He has worked with Cornerstone Wealth Management and LPL Financial during his career. Ryan has an ownership interest in JJPM Inc., a corporation for accounting purposes, and operates as an independent insurance agent, which may include equity indexed annuities. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers a range of investment and advisory services, utilizing various investment approaches and execution platforms tailored to individual advisor strategies and client needs.

Client services

Based on Harbour Investments, Inc.

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Harbour Investments, Inc.

Annuities Options & derivatives strategies

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Fee options

Fixed

Flat fees generally range between $200 to $2,500 depending on the scope of the plan, negotiable.

Percentage

$0 - $5,000: No advisory fee assessed $5,000+: Negotiable, up to a maximum of 2.0% annually

Commissions

Commission-based products are offered; fees on AUM may be waived for agreed periods after commission sales.

Project-based

Hourly consultation fees generally range from $50 to $300 per hour, negotiable.

Subscriptions

Harbour Traded Model Platform charges a 0.15% platform fee plus Advisor’s Fee up to 2.0%, with possible additional transaction fees.

Other

Minimum fee: Accounts with values under $5,000 at Pershing Advisor Solutions and/or Charles Schwab do not pay advisory fees. Service fees may be higher for accounts under $25,000. Fee-only: Negotiable hourly fees generally range from $50 to $300 per hour; flat fees generally range from $200 to $2,500 depending on the scope of the plan.

Location

See office

Gilbert, AZ

1525 S Higley Rd, Suite 104

Gilbert AZ 85296

Advisors at this office

1

Most active in

Arizona

Work history

18 years of industry experience

Cornerstone Wealth Management

2020 - Present • 6 years

Gilbert, AZ

Harbour Investments, Inc

2019 - Present • 7 years

Madison, WI

Cornerstone Wealth Management Llc Roscoe

2013 - 2025 • 12 years

Rockton, IL

Cornerstone Wealth Management, LLC

2013 - 2019 • 6 years

Roscoe, IL

LPL Financial

2013 - 2019 • 6 years

Roscoe, IL

Edward Jones

2008 - 2013 • 5 years

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Ekenna A

CFP®, AAMS®, AIF®, Series 66, Series 63

Scottsdale, AZ

Pacific Canyon Investments

Hi, I’m Ekenna Anya-Gafu, CFP, AAMS, AIF and the founder of Pacific Canyon Investments. I started this firm because growing up, I saw too many people make the wrong financial decisions, not because they didn’t care, but because no one ever showed them how. I decided to change that. After years in the industry helping build a firm from $200K to over $483M in assets, I launched PCI to bring honest, strategic, and empowering financial guidance to people from all walks of life. Whether you’re managing an IPO, a new or experienced healthcare worker, or want a better plan, I’m here to help.

Concentrated stock management General retirement planning Retirement plans for business owners (SEP, solo 401k) Equity compensation tax strategy Inherited wealth Doctor or Medical Professional Technology Professional Founder/Business Owner Self-Employed African Americans/Black Minorities HENRY (High Earners, Not Rich Yet) Established Professionals Behavioral coaching / decision support
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Don L

CFP®, Series 63, Series 66, Series 65

Mesa, AZ

Larson Wealth Management, LLC

Don Larson is a CFP® with 20 years of experience in the financial advisory industry and has operated Larson Wealth Management, LLC since 2011. He holds Series 63, 65, and 66 licenses and also manages Larson Business & Tax Solutions, providing bookkeeping and tax preparation services. Additionally, Larson serves as secretary and treasurer for AEM International (US) Ltd. Larson Wealth Management offers investment supervisory and consulting services to individual and institutional clients, including high-net-worth individuals, family offices, and employee benefit plans. The firm employs customized strategic asset allocation with a combination of fundamental and technical analysis, managing portfolios primarily through mutual funds and ETFs across multiple asset classes.

Business succession planning Cash flow / budgeting Debt management Life insurance needs analysis Founder/Business Owner Retired Executive
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Nicholas L

CFP®, Series 65

Gilbert, AZ

Kingdom Wealth Advisers

Nicholas Lombardozzi is a CFP® professional with six years of industry experience, currently serving as the sole advisor at Kingdom Wealth Advisers in Gilbert, AZ. His prior experience includes roles at Creative Planning, Keystone Wealth Partners, Edelman Financial Engines, Edelman Financial Services, and Barrows Sollenberger Group. Kingdom Wealth Advisers provides portfolio management and planning services primarily for individual and high-net-worth clients, as well as retirement plan accounts. The firm employs a Modern Portfolio Theory-based approach favoring passive, long-term strategies and offers fiduciary advice to retirement and IRA accounts with documented client risk tolerance and investment policies.

Passive / index investing Real estate investing Annuities
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Addison T

CFP®, Series 66

Gilbert, AZ

Build Wealth Partners

Addison Taylor is a CFP® with four years of industry experience, currently serving as the sole advisor at Build Wealth Partners in Gilbert, AZ. Previously, Addison worked at Vanguard and has held various roles in business and community organizations, including a position at Tempe Community Action Agency Inc and involvement with Caldwell County BBQ LLC. Build Wealth Partners provides integrated wealth management and business consulting to individuals, high-net-worth clients, and businesses. The firm offers comprehensive financial planning and investment management, employing a combination of passive and active investment vehicles guided by modern portfolio principles.

Business exit / sale strategy Business succession planning Business Financial Management Founder/Business Owner
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David I

Series 66

Chandler, AZ

Vibrant Wealth

David Ingle is a financial advisor at Vibrant Wealth with 12 years of industry experience. He holds a Series 66 designation and has worked at Barrett Financial LLC and Vibrant Wealth Advisors LLC. Outside of his advisory role, he is also an independent insurance agent, dedicating a significant portion of his time to this activity. Vibrant Wealth is an independent advisory firm offering discretionary asset management, financial planning, and a subscription-based financial coaching platform. The firm serves individuals, small businesses, trusts, estates, pooled vehicles, and charities, tailoring its investment approach to client objectives through fundamental and technical analysis, asset allocation, and risk management.

General tax planning General estate planning guidance Cash flow / budgeting
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David M

CFP®, Series 63

Scottsdale, AZ

Musser Financial Planning, LLC

David Musser is a CFP® with 17 years of industry experience and the principal advisor at Musser Financial Planning, LLC since 2018. He previously worked at Financial Engines from 2016 to 2018. Musser is also a licensed insurance agent and occasionally offers commissionable insurance products to clients. Musser Financial Planning, LLC advises individual and high-net-worth clients on investment management and comprehensive financial planning, including taxes, retirement, insurance, education, and estate reviews. The firm employs long-term trading, fundamental analysis, modern portfolio theory, and quantitative methods to construct portfolios and incorporates both asset-based and fixed or hourly planning fee structures.

Annuities Life insurance needs analysis Disability insurance Long-term care insurance
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