Ryan Geris

Advisor at Merrill

Updated today

Location

Duluth, MN 55802

Credentials

Series 66

Industry experience

17 years

About

Ryan Geris is a Wealth Management Advisor at Merrill Lynch Wealth Management and a member of The Yung Geris Group. He joined Merrill in 2008 and focuses on developing deep, long-lasting relationships with clients, providing tailored financial services that integrate professional knowledge with the market intelligence of Merrill. Ryan's goal is to assist clients in the creation, growth, and preservation of wealth, leveraging the resources of Merrill and the banking services of Bank of America.

He holds a Bachelor’s degree from the University of Minnesota Duluth, where he played men's hockey from 2002 to 2007. Ryan is a Certified Financial Planner (CFP®) and holds additional professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His expertise covers a range of client focus areas such as retirement income, legacy planning, tax minimization, executive compensation, and family wealth management strategies.

Ryan is actively involved in his community, serving as a board member for the Beck Foundation and Northwoods Childrens Services, and previously served as an assistant coach for the Duluth Denfeld High School hockey team. He is also involved with the University of Minnesota Duluth Men's Hockey Alumni. In his personal time, Ryan enjoys outdoor activities including biking, boating, camping, golfing, running, and spending time with his family.

Client services

Based on Merrill

Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d

Expertise

General retirement planning Retirement income strategy Wealth management Divorce financial planning College savings (529s, UTMA, etc.)

Occupation focus

Executive Founder/Business Owner

Demographic focus

Approaching retirement Retired

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Fee options

Percentage

$0 - $2,000,000: 1.10% (for Managed Strategy with MFSA under $2 million) $2,000,000+: 1.00% (for Managed Strategy with MFSA at and above $2 million)

Other

Account minimum: $2,000,000 minimum to qualify for Premium Access Strategy per SEC data and Merrill brochure context; no other firm-wide minimum clearly stated

Location

130 W Superior St

Duluth, MN 55802

Most active in

Minnesota · Texas

Work history

Bank Of America, N.A.

2012 - Present (14 years)

Merrill

2012 - Present (14 years)

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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