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Ryan M. Ackerman

Advisor at STIFEL — Woodsville, NH

Updated today

Credentials

Series 66

Experience

20 years

Location

Woodsville, NH 03785

STIFEL logo

STIFEL

Institution

Total advisors

3,332

Across 469 offices

Clients per advisor

69 Very Low

Avg AUM per client

$773,556 Very High

HNW client ratio

32% High

About

Ryan Ackerman is a financial advisor with Stifel Nicolaus & Co Inc, holding a Series 66 designation and 19 years of industry experience. He has been with Stifel since 2009. Outside of his advisory role, Ackerman serves as Treasurer and Board Member of the Cohase Chamber of Commerce and is an Assistant Varsity Coach for boys soccer at St Johnsbury Academy. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, emphasizing forward-looking capital market assumptions and probabilistic modeling.

Client services

Based on STIFEL

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on STIFEL

General retirement planning Income planning

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Fee options

Commissions

Commissions applicable when implementing securities transactions via brokerage accounts; separate and not included in financial planning fees

Other

Minimum fee: Up to $5,000 for fee-based financial planning services, negotiable depending on complexity and scope Fee-only: Fee-based financial planning services charged as a fixed fee up to $5,000

Location

See office

Woodsville, NH

5 Maple Street

Woodsville NH 03785

Advisors at this office

3

Most active in

New Hampshire · Vermont

Work history

20 years of industry experience

Stifel Nicolaus & Co inc

2009 - Present • 17 years

St. Johnsbury, VT

Disclosures

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

Business activities & affiliations

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Kevin O

Series 63, Series 65

Littleton, NH

Creative Financial Strategies, Inc.

Kevin Obrien is the president and owner of Creative Financial Strategies, Inc. in Littleton, NH, where he has worked since 1993. He holds Series 63 and Series 65 licenses and has 46 years of industry experience. In addition to his advisory role, Obrien serves as treasurer and board member of Mountain Top Telecom, Inc., a wireless internet service provider. Creative Financial Strategies, Inc. provides financial planning, investment management, tax preparation, business advisory, and insurance product services to individuals, small businesses, retirement plans, trusts, estates, and charitable organizations. The firm offers a range of engagement types and delivers advice primarily on a non-discretionary basis, managing portfolios both directly and through third-party platforms.

Business Financial Management Founder/Business Owner
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Stephanie P

Series 66

Corinth, VT

Snowden Capital Advisors LLC

Stephanie Powell is a financial advisor at Snowden Capital Advisors LLC with 18 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, financial and estate planning, and uses a multi-team approach with customized model portfolios and third-party managers.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Bruce M

Series 63, Series 66, Series 65

Sugar Hill, NH

Kingswood Wealth Advisors, LLC

Bruce Mclaren is a financial advisor at Kingswood Wealth Advisors, LLC with 11 years of industry experience. He has held positions at Chalice Wealth Advisors, LLC since 2018 and Mascoma Wealth Management from 2015 to 2018. He holds the Series 63, Series 65, and Series 66 designations. Kingswood Wealth Advisors, LLC serves individuals, corporations, pension and ERISA plans, and institutional investors through a network of financial advisors. The firm uses an open-architecture approach to tailor investment strategies and provides discretionary and non-discretionary portfolio management, financial planning, and fiduciary plan advisory services.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Executive
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Edward S

Series 66

Bradford, VT

Commonwealth Financial Network

Edward Scribner is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation. He has been affiliated with Scribner Financial Services, Inc. since 2000 and joined Commonwealth Financial Network in 2023. He is based in Bradford, Vermont. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a variety of advisory programs and support services, including discretionary model portfolios and customized investment solutions, while providing operational and compliance support to affiliated advisors.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Bobette S

ChFC®, Series 63

Bradford, VT

Commonwealth Financial Network

Bobette Scribner is a ChFC® credentialed financial advisor with 40 years of industry experience. She is currently affiliated with Commonwealth Financial Network and owns Scribner Financial Services, Inc. Her prior experience includes roles at Mass Mutual Investors Services, MassMutual Life Insurance Company, and MetLife Securities Inc. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services along with operations, trading, technology, investment management, compliance, and practice-management support.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired

Michael G

Series 66

Littleton, NH

Edward Jones

Michael Green is a Series 66-credentialed financial advisor with Edward Jones in Littleton, NH, holding two years of industry experience. Before joining Edward Jones, he spent five years at Epping Road Veterinary Hospital and has involvement in the entertainment industry as owner and manager of The Original Rebel LLC, providing musical entertainment for events. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and maintains one of the largest retail advisor and branch networks in the industry.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Wealth management Founder/Business Owner
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