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Ryan Meske

Advisor at LPL Financial

Updated today

Location

Iron River, MI 49935

Credentials

Series 66

Industry experience

1 year

About

Ryan Meske is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. He has previously worked at First National Bank & Trust and Miners State Bank. In addition to his advisory work, he is a commissioned notary in the state of Michigan. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various investment solutions supported by an in-house research team, combining large-scale advisory operations with a broad range of product and service options.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

901 Riverside Plaza

Iron River, MI 49935

Most active in

Michigan

Work history

LPL Financial

2024 - Present (2 years)

First National Bank & Trust

2019 - Present (7 years)

Miners State Bank

2012 - 2019 (7 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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Lucas I

Series 65

Iron River, MI

Think Wealth Management

Lucas Isaacson is a financial advisor at Think Wealth Management in Iron River, MI, holding a Series 65 designation with one year of industry experience. His background includes roles at Isaacson Tax & Accounting, The Miners State Bank, and teaching positions at the University of Wisconsin-Green Bay and Michigan Technological University. Think Wealth Management provides investment advisory and pension consulting services to individuals, pension plans, charitable organizations, and businesses. The firm customizes portfolios based on client goals and risk tolerance, employing both long- and short-term trading strategies and offering discretionary and non-discretionary management.

Annuities Real estate investing
user avatar

Dean K

Series 66

Iron River, MI

Thrivent Investment Management

Dean Kaczorowski is a financial advisor with Thrivent Investment Management and holds a Series 66 designation. He has 23 years of industry experience, all with Thrivent Financial for Lutherans and Thrivent Investment Management since 2003. Kaczorowski serves as a corporation member of Bellin Gunderson Health System, providing advisory support and participating in board elections. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning. The firm provides written recommendations on a broad range of topics without discretionary trading authority and allows clients to combine planning with managed accounts under a consolidated billing option called WealthPlan.

Business ownership considerations
user avatar

Jaymes A

Series 66

Iron River, MI

Edward Jones

Jaymes Aldrich is a Series 66 licensed financial advisor with Edward Jones in Iron River, MI, bringing four years of industry experience. Prior to joining Edward Jones in 2021, he worked for River Valley Bank/Incrediblebank for five years and spent a year with Artisan Floral Events by Saley. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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