Ryan James Fehr

Advisor at Edward Jones — Columbus, NE 3809 23rd St

Updated today

Credentials

CFP®, Series 66

Experience

10 years

Location

Columbus, NE 68601-3045

Edward Jones logo

Edward Jones

Institution

Total advisors

24,223

Across 14,151 offices

Clients per advisor

166 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Ryan Fehr is a CFP® and holds a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2016, working in Columbus, Nebraska. Edward Jones is a wealth management firm serving over four million individual and institutional clients nationwide. The firm offers a range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

General estate planning guidance Multi-generational wealth transfer Retirement income strategy General retirement planning Wealth management

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Columbus, NE 3809 23rd St

3809 23rd St Suite 2

Columbus NE 68601-3045

Advisors at this office

1

Most active in

Nebraska · Texas

Work history

10 years of industry experience

Edward Jones

2016 - Present • 10 years

St Louis, MO

Disclosures

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

Business activities & affiliations

user avatar

Jordan M

Series 65

Columbus, NE

Modern Asset Management LLC

Jordan Mueller is a financial advisor with Modern Asset Management LLC in Columbus, Nebraska, holding a Series 65 credential and 11 years of industry experience. He has been associated with Schmeits, Mueller & Martinsen P.C. since 2015 and Samson, LLC since 2010. Outside of advisory services, Mueller is involved in several non-investment businesses, including agricultural consulting, waste water hauling, hotel ownership, and tax and bookkeeping services through his role as President of Schmeits, Mueller & Martinsen, P.C. Modern Asset Management LLC provides investment supervisory services to individuals, high-net-worth clients, qualified retirement plans, charitable organizations, and corporations. The firm employs a Modern Portfolio Theory, asset-allocation approach using diversified, buy-and-hold portfolios primarily composed of no-load mutual funds and investment-grade fixed income, managing accounts on a discretionary basis.

Passive / index investing Retirement plans for business owners (SEP, solo 401k)
user avatar

Jan S

Series 65

Columbus, NE

Modern Asset Management LLC

Jan Schmeits is a financial advisor with Modern Asset Management LLC in Columbus, Nebraska, holding a Series 65 license and 26 years of industry experience. He is also president and shareholder of Schmeits, Mueller & Martinsen P.C., a certified public accounting firm specializing in tax planning, preparation, and consulting. Modern Asset Management LLC provides investment supervisory services to individuals, high-net-worth clients, qualified retirement plans, charitable organizations, and corporations. The firm employs a Modern Portfolio Theory, asset-allocation approach using diversified, buy-and-hold portfolios primarily composed of no-load mutual funds and investment-grade fixed income, managing accounts on a discretionary basis.

Passive / index investing Retirement plans for business owners (SEP, solo 401k)
user avatar

Roger D

Series 63, Series 65

Columbus, NE

Geneos Wealth Management, Inc.

Roger Deal is a financial advisor at Geneos Wealth Management, Inc. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Geneos since 2014. He also has ongoing affiliations with Sequoia Wealth Partners, LLC since 2006. Outside of his advisory roles, Deal is involved in entrepreneurial activities including ownership of Auto Maintenance Assistant LLC, a mobile app, and serves as a notary. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and other institutional clients. The firm offers financial planning, portfolio management, and third-party money manager referrals, utilizing a combination of fundamental, technical, and cyclical analysis across various investment strategies.

ESG / Sustainable investing Options & derivatives strategies
user avatar

Brian K

Series 63, Series 65

Columbus, NE

Nwf Advisory Services Inc

Brian Kozak is a financial advisor at NWF Advisory Services Inc with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Main Street Advisors, LLC and Independent Financial Group. Outside his advisory work, he has been involved with AnyTime Fitness since 2010. NWF Advisory Services manages approximately $6.4 billion in client assets and serves primarily individual and high-net-worth clients. The firm employs an open-architecture, technology-driven platform offering portfolio management, model portfolios, unified managed accounts, financial planning, and retirement plan consulting services.

Wealth management Active portfolio management
user avatar

Dirk B

Series 66

Columbus, NE

Ameritas Advisory Services, LLC

Dirk Bargen is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and over 20 years of industry experience. He has worked at Ameritas Advisory Services since 2021 and is also the owner of Bargen Financial. In addition to his advisory roles, he teaches basic financial planning classes through HIFE. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of services such as asset management, financial planning, retirement plan advisory, and variable product subaccount management, utilizing a variety of investment platforms and strategies.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
user avatar

Robert I

Series 66

Columbus, NE

Commonwealth Financial Network

Robert Irby is a Series 66-registered advisor with Commonwealth Financial Network, based in Columbus, NE, and has 22 years of industry experience. He has worked at Commonwealth since 2017 and previously spent 13 years at Waddell & Reed, Inc. He is the sole owner of Irby Discovery, LLC, an entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and hundreds of thousands of clients. The firm offers a broad support platform including managed-account programs, access to third-party asset managers, and custody services while managing approximately $212.7 billion in client assets.

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