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Credentials
Series 65
Experience Industry experience
17 years
Location
Ellsworth, KS 67439
Berkeley Capital Management, LLC
Supported
Total advisors
2Clients per advisor
177 Very HighAvg AUM per client
$337,882 LowHNW client ratio
9% LowRyan Peschka is a financial advisor with Berkeley Capital Management, LLC and holds a Series 65 designation. He has 17 years of industry experience, including a three-year tenure at First Bank Kansas. In addition to his advisory role, he provides non-investment-related banking services on a contract basis. Berkeley Capital Management delivers discretionary investment management, financial planning, and ERISA 3(21) retirement plan consulting to individuals, trusts, businesses, and retirement plans. The firm employs a bottom-up, fundamental analysis investment approach with a long-term orientation and actively incorporates option strategies in client portfolios.
Based on Berkeley Capital Management, LLC
$500 to $3,000 depending on complexity for stand-alone financial planning services
$0 - $399,999: 1.20% $400,000 - $999,999: 1.00% $1,000,000+: 0.80%
Ellsworth, KS
1502 Aylward Ave
Ellsworth KS 67439
Advisors at this office
2
Kansas · Texas
17 years of industry experience
First Bank Kansas
2014 - 2017 • 3 years
Salina, KS
Berkeley Capital Management, LLC
2009 - Present • 17 years
Ellsworth, KS
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Lawyer
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Real estate agent
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Other specialized services
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