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Ryan Scott Ruth

Advisor at Raymond James Financial — Columbus, NE

Updated today

Credentials

Series 66

Experience

18 years

Location

Columbus, NE 68601

Raymond James Financial logo

Raymond James Financial

Institution

Total advisors

6,498

Across 2,990 offices

Clients per advisor

76 Low

Avg AUM per client

$700,796 Very High

HNW client ratio

19% Typical

About

Ryan Ruth is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 credential and has 18 years of industry experience. His previous roles include positions at Securities America and Questar Asset Management. He is also an associate at First Investment and Planning in Columbus, NE. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional clients. The firm offers tailored non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Executive

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Fee options

Fixed

Fixed (flat) dollar fees for planning services offered.

Commissions

Commissions may be charged for transaction-related services through affiliated broker-dealer RJFS; also receive commissions as insurance agent for insurance services.

Project-based

Hourly fees for planning and/or investment consultation services generally up to $400 per hour.

Other

Fee-only: Hourly fees up to $400 per hour; fixed (flat) dollar fees also offered; percentage of assets under advisement fees not to exceed 2.25% annually for investment consulting services; fees negotiable.

Location

See office

Columbus, NE

2623 13th St

Columbus NE 68601

Advisors at this office

1

Most active in

Nebraska · Texas

Work history

18 years of industry experience

First National Bank of Omaha

2024 - Present • 2 years

Columbus, NE

Raymond James Financial Services, Inc

2024 - Present • 2 years

Columbus, NE

Raymond James Financial Services Advisor, Inc

2024 - Present • 2 years

Columbus, NE

SECURITIES AMERICA, inc.

2018 - 2024 • 6 years

David City, NE

Securities America Advisors

2018 - 2024 • 6 years

David City, NE

Questar Asset Management

2015 - 2018 • 3 years

Minneapolis, MN

Questar Capital Corporation

2015 - 2018 • 3 years

Minneapolis, MN

Girard Securities, Inc.

2012 - 2015 • 3 years

NE

Strategic Legacy Advisors, Inc.

2009 - 2010 • 1 year

Lincoln, NE

Securian Financial Services, Inc.

2008 - 2009 • 1 year

Omaha, NE

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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Jordan M

Series 65

Columbus, NE

Modern Asset Management LLC

Jordan Mueller is a financial advisor with Modern Asset Management LLC in Columbus, Nebraska, holding a Series 65 credential and 11 years of industry experience. He has been associated with Schmeits, Mueller & Martinsen P.C. since 2015 and Samson, LLC since 2010. Outside of advisory services, Mueller is involved in several non-investment businesses, including agricultural consulting, waste water hauling, hotel ownership, and tax and bookkeeping services through his role as President of Schmeits, Mueller & Martinsen, P.C. Modern Asset Management LLC provides investment supervisory services to individuals, high-net-worth clients, qualified retirement plans, charitable organizations, and corporations. The firm employs a Modern Portfolio Theory, asset-allocation approach using diversified, buy-and-hold portfolios primarily composed of no-load mutual funds and investment-grade fixed income, managing accounts on a discretionary basis.

Passive / index investing Retirement plans for business owners (SEP, solo 401k)
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Jan S

Series 65

Columbus, NE

Modern Asset Management LLC

Jan Schmeits is a financial advisor with Modern Asset Management LLC in Columbus, Nebraska, holding a Series 65 license and 26 years of industry experience. He is also president and shareholder of Schmeits, Mueller & Martinsen P.C., a certified public accounting firm specializing in tax planning, preparation, and consulting. Modern Asset Management LLC provides investment supervisory services to individuals, high-net-worth clients, qualified retirement plans, charitable organizations, and corporations. The firm employs a Modern Portfolio Theory, asset-allocation approach using diversified, buy-and-hold portfolios primarily composed of no-load mutual funds and investment-grade fixed income, managing accounts on a discretionary basis.

Passive / index investing Retirement plans for business owners (SEP, solo 401k)
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Roger D

Series 63, Series 65

Columbus, NE

Geneos Wealth Management, Inc.

Roger Deal is a financial advisor at Geneos Wealth Management, Inc. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Geneos since 2014. He also has ongoing affiliations with Sequoia Wealth Partners, LLC since 2006. Outside of his advisory roles, Deal is involved in entrepreneurial activities including ownership of Auto Maintenance Assistant LLC, a mobile app, and serves as a notary. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and other institutional clients. The firm offers financial planning, portfolio management, and third-party money manager referrals, utilizing a combination of fundamental, technical, and cyclical analysis across various investment strategies.

ESG / Sustainable investing Options & derivatives strategies
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Brian K

Series 63, Series 65

Columbus, NE

Nwf Advisory Services Inc

Brian Kozak is a financial advisor at NWF Advisory Services Inc with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Main Street Advisors, LLC and Independent Financial Group. Outside his advisory work, he has been involved with AnyTime Fitness since 2010. NWF Advisory Services manages approximately $6.4 billion in client assets and serves primarily individual and high-net-worth clients. The firm employs an open-architecture, technology-driven platform offering portfolio management, model portfolios, unified managed accounts, financial planning, and retirement plan consulting services.

Wealth management Active portfolio management
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Dirk B

Series 66

Columbus, NE

Ameritas Advisory Services, LLC

Dirk Bargen is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and over 20 years of industry experience. He has worked at Ameritas Advisory Services since 2021 and is also the owner of Bargen Financial. In addition to his advisory roles, he teaches basic financial planning classes through HIFE. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of services such as asset management, financial planning, retirement plan advisory, and variable product subaccount management, utilizing a variety of investment platforms and strategies.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
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Robert I

Series 66

Columbus, NE

Commonwealth Financial Network

Robert Irby is a Series 66-registered advisor with Commonwealth Financial Network, based in Columbus, NE, and has 22 years of industry experience. He has worked at Commonwealth since 2017 and previously spent 13 years at Waddell & Reed, Inc. He is the sole owner of Irby Discovery, LLC, an entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and hundreds of thousands of clients. The firm offers a broad support platform including managed-account programs, access to third-party asset managers, and custody services while managing approximately $212.7 billion in client assets.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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