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Ryan Allan Midkiff

Advisor at Ameriprise — Oroville, CA Bird Street

Updated today

Credentials

Series 66

Experience

9 years

Location

Oroville, CA 95965

Ameriprise logo

Ameriprise

Institution

Total advisors

13,122

Across 4,275 offices

Clients per advisor

105 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

Ryan Midkiff is a financial advisor with Ameriprise in Oroville, CA, holding a Series 66 designation and nine years of industry experience. He previously worked at LPL Financial and Raymond James Financial Services. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations, primarily serving clients with Ameriprise-managed accounts.

Client services

Based on Ameriprise

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Asset allocation services

Expertise

Based on Ameriprise

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies

Demographic focus

Based on Ameriprise

Approaching retirement

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Fee options

Percentage

$0 - $999,999: 0.15% $1,000,000 - $1,999,999: 0.12% $2,000,000 - $3,999,999: 0.09% $4,000,000+: 0.07%

Other

Account minimum: $1,000,000 in net investable assets and at least $500,000 in Ameriprise Financial Managed Account assets held at Ameriprise Financial Services and included in your Retirement Portfolio.

Location

See office

Oroville, CA Bird Street

1925 Bird Street

Oroville CA 95965

Advisors at this office

2

Most active in

California

Work history

9 years of industry experience

Ameriprise

2025 - Present • 1 year

Oroville, CA

LPL Financial

2019 - 2025 • 6 years

Oroville, CA

Raymond James Financial Services Advisors INC.

2018 - 2019 • 1 year

Oroville, CA

Raymond james Financial Services, Inc.

2018 - 2019 • 1 year

Oroville, CA

Raymond james Financial Services, Inc.

2017 - 2018 • 1 year

Oroville, CA

LPL Financial, llc

2016 - 2017 • 1 year

Oroville, CA

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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Arthur G

CFP®, Series 66

Oroville, CA

Quantum Wealth Advisors LLC

Arthur Garcia is a CFP® with 20 years of experience in the financial industry. He is the principal advisor at Quantum Wealth Advisors LLC and has previously held roles at Atlas Financial Advisors, Inc., Pacific Financial Strategies, Inc., and Concourse Financial Group Securities, Inc. In addition to his advisory work, he operates an insurance agency, Atlas Health Insurance Solutions, based in Oroville, CA. Quantum Wealth Advisors provides portfolio management, financial planning, and a subscription-based market-timing newsletter to individual and high-net-worth clients as well as business entities. The firm employs a variety of analytical methods to support a long-term trading strategy and offers multiple fee structures including fixed, hourly, and subscription fees.

Wealth management Life insurance needs analysis College savings (529s, UTMA, etc.) General retirement planning Debt management
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Darin G

Series 63, Series 66

Oroville, CA

Ameritas Advisory Services, LLC

Darin Gilb is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. He worked at Edward Jones for 17 years before joining Ameritas in 2022. In addition to his advisory work, he owns Darin Gilb Woodworks, a business producing and selling handcrafted wood products. Ameritas Advisory Services, LLC provides investment advisory and financial planning to individual investors, retirement plans, charitable organizations, and corporate clients through a network of Investment Adviser Representatives. The firm offers a variety of managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by an Investment Committee and third-party partners.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
user avatar

Kent T

Series 63, Series 66

Oroville, CA

Ameritas Advisory Services, LLC

Kent Teixeira is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked with Ameritas Investment Corp and Aviva USA Corp since 2000 and has been with Ameritas Advisory Services since 2021. Outside of his advisory role, he is an inventor of a product for outdoor landscape use and serves as a volunteer board member with NAIFA California. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by an Investment Committee and multiple custodial platforms.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
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Michelle Lynn C

Series 66

Oroville, CA

Edward Jones

Michelle Lynn Cagnacci is a financial advisor with Edward Jones in Oroville, CA, holding a Series 66 designation and two years of industry experience. She has been with Edward Jones since 2015, including a prior nine-year tenure before her current role. Outside of finance, she is involved in a family-owned spice and extract manufacturing business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and managing approximately $1.01 trillion in assets. The firm maintains a large network of financial advisors and branch offices, providing both discretionary and non-discretionary investment strategies under a fiduciary standard.

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

Andrew C

CFP®, Series 63

Oroville, CA

STIFEL

Andrew Christensen is a CFP®-designated financial advisor with Stifel, based in Oroville, CA, and has one year of industry experience. Prior to joining Stifel in 2026, he worked at Lido Advisors, LLC and Pure Financial Advisors, LLC. Outside of his financial advisory role, Christensen works as a chauffeur and resort driver for Fairmont Raffles International Hotel in the greater San Diego area. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning

Lisa R

Series 66

Oroville, CA

Edward Jones

Lisa Rodriguez is a financial advisor at Edward Jones with 18 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2008. Outside of her advisory role, she serves as trustee for the Rodriguez Family Trust, which manages rental properties in California and Mexico. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its large retail advisor network, affiliated capabilities beyond advisory services, and its fiduciary standard in providing advisory services.

Charitable giving tax strategies College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management Founder/Business Owner
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