Ryan Hale

Advisor at Edward Jones — Brillion, WI W Ryan St

Updated today

Credentials

Series 63, Series 65

Experience

21 years

Location

Brillion, WI 54110

Edward Jones logo

Edward Jones

Institution

Total advisors

24,095

Across 14,152 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Ryan Hale is a financial advisor with Edward Jones in Brillion, WI, holding Series 63 and Series 65 licenses. He has 21 years of industry experience, including 12 years with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy Inheritance planning

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

Demographic focus

Widow/Widower Values-based investing

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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

Brillion, WI W Ryan St

964 W Ryan St Suite E

Brillion WI 54110

Advisors at this office

1

Most active in

Wisconsin

Work history

21 years of industry experience

Edward Jones

2014 - Present • 12 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

Janessa P

Series 63, Series 65

Denmark, WI

Prosperilux LLC

Janessa Price is the sole advisor at Prosperilux LLC, holding Series 63 and Series 65 licenses with seven years of industry experience. Her prior roles include positions at Harbour Investments, Inc. and Annex Wealth Management, LLC, as well as operating a sole proprietorship since 2006. Outside of financial advising, she co-owns Nordic Grove LLC, a duck and orchard farm, and owns an IT consulting business, Optum Security. Prosperilux LLC is a newly established investment advisory firm providing discretionary and non-discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, and business entities. The firm utilizes modern portfolio theory and Monte Carlo analysis, often employing third-party managers and model providers, including sub-advisors and Altruist’s Model Marketplace.

Options & derivatives strategies Cash flow / budgeting Retirement income strategy Wealth management
user avatar

Chadwick O

CFP®, Series 66

Appleton, WI

Denarius Wealth Management

Chadwick Oldenburg is a CFP® professional with 14 years of experience in financial advising. He has been with Denarius Wealth Management since 2013. Outside of his advisory role, he provides aerospace and business consulting for Odyssey Aircraft. Denarius Wealth Management offers investment supervisory services, comprehensive financial planning, and retirement-plan consulting to individuals and business clients. The firm emphasizes goal-based planning and customized asset allocation, routinely working with corporate retirement plans and serving in fiduciary roles under ERISA.

Options & derivatives strategies Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive
user avatar

Joseph T

CFP®, Series 66, Series 63

Appleton, WI

McGlone Suttner Wealth Management, Inc.

Joseph Tuccini is a CFP® with 22 years of industry experience. He is currently with McGlone Suttner Wealth Management, Inc. and has previously worked at Ameriprise, Erts Wealth Advisors, LLC, and SagePoint Financial. Tuccini serves on the board of directors for a nonprofit organization in Marquette, Michigan. McGlone Suttner Wealth Management provides discretionary asset management, financial planning, and pension consulting to individuals, qualified retirement plans, and businesses. The firm manages approximately $1.0 billion in discretionary assets and employs diversified, actively managed portfolios alongside customized planning solutions.

Founder/Business Owner Retired
user avatar

Kenneth M

Series 65

Appleton, WI

KOM Wealth Management Group, LLC

Kenneth Mc Glone is a financial advisor with KOM Wealth Management Group, LLC and holds a Series 65 designation. He has five years of industry experience and has worked at Kerntke Otto McGlone Wealth Management Group since 2020. Outside of finance, he owns and operates McGlone Fitness Group, a fitness center. KOM Wealth Management Group provides financial planning, consulting, and investment management services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm utilizes a combination of fundamental, technical, and cyclical analysis, offering a wide range of strategies from long-term buy-and-hold to options trading and engages in regular account monitoring and client communications.

Annuities Options & derivatives strategies Private / alternative investments Concentrated stock management Tax-loss harvesting
user avatar

Kaley K

Series 65

Appleton, WI

KOM Wealth Management Group, LLC

Kaley Klepps is a Series 65 credentialed financial advisor with five years of industry experience. She is currently with KOM Wealth Management Group, LLC and has prior work experience at Kerntke Otto McGlone Wealth Management Group and ManpowerGroup. In addition to her advisory role, she is an independent insurance agent for various companies. KOM Wealth Management Group offers financial planning, consulting, and investment management services to a diverse client base including individuals, trusts, charitable organizations, and business entities. The firm employs a range of strategies from fundamental to technical analysis and provides extensive client communications and access to complex investment options.

Annuities Options & derivatives strategies Private / alternative investments Concentrated stock management Tax-loss harvesting
user avatar

Richard O

CFP®, Series 63

Appleton, WI

KOM Wealth Management Group, LLC

Richard Otto is a CFP® with 34 years of industry experience, currently serving at KOM Wealth Management Group, LLC. He has been associated with Kerntke Otto Mcglone Wealth Management since 2007. In addition to his advisory role, he is an independent insurance agent representing various independent insurance companies. KOM Wealth Management Group provides financial planning, consulting, and investment management to individuals, pension plans, trusts, and other entities. The firm employs a diverse range of strategies from long-term buy-and-hold to short-term trading and offers a broader menu of complex and alternative investment options.

Annuities Options & derivatives strategies Private / alternative investments Concentrated stock management Tax-loss harvesting
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