Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
1 year
Location
Remote
iA Private Wealth (USA) Inc.
Team
Total advisors
10Clients per advisor
20 Very LowAvg AUM per client
$663,934 LowHNW client ratio
14% LowRyan Tannahill is a financial advisor at iA Private Wealth (USA) Inc. with one year of industry experience. He holds a Series 65 designation and joined the firm in 2024. His prior work experience includes roles outside the financial industry and periods of full-time education. iA Private Wealth (USA) Inc. provides discretionary investment management, separately managed accounts, wrap fee programs, and financial planning services to individuals, trusts, estates, corporations, and other entities. The firm combines top-down and bottom-up fundamental analysis with technical analysis and asset allocation models, offering ongoing portfolio monitoring and tax-efficient strategies.
Based on iA Private Wealth (USA) Inc.
Based on iA Private Wealth (USA) Inc.
Fixed fees may be charged for financial planning services depending on scope and complexity.
0.5% to 2.5% annually (varies by asset size, client, services, and negotiations)
Possible hourly fees for financial planning services, if applicable.
Performance-based fees may be charged on client accounts based on capital appreciation share.
Account minimum: $250,000 Fee-only: Fixed or hourly fees may be charged for financial planning services depending on scope and complexity.
Texas
1 year of industry experience
iA Private Wealth
2024 - Present • 2 years
Winnipeg
Unemployed
2023 - 2024 • 1 year
Kelowna
Full Time Education
2022 - 2023 • 1 year
Kelowna
Turtle Bay Crossing Liquor Merchants
2021 - 2022 • 1 year
Lake Country
Wood Lake RV Park
2019 - 2022 • 3 years
Lake Country
Full Time Education
2018 - 2019 • 1 year
Kelowna
Save-On-Foods
2017 - 2018 • 1 year
Kelowna
Coffee Culture Cafe and Eatery
2015 - 2017 • 2 years
Brandon
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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