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Ryan B

CFP®, Series 66

Wayzata, MN

Vanderbilt Advisory Services

Ryan Bodin is a CFP® with 25 years of experience in the financial services industry. He is currently affiliated with Vanderbilt Advisory Services and has held various roles including ownership of Total Benefit Solutions, Inc. and serving as Chair of the Board for the Meningioma Brain Tumor Network. Bodin also coordinates the Lake Side Networking Group, which facilitates professional referrals among its members. Vanderbilt Advisory Services serves a diverse client base including individuals, high-net-worth clients, charitable organizations, trusts and estates, businesses, and retirement plans. The firm offers a range of portfolio management and financial planning services, emphasizing strategic asset allocation and a mix of fundamental, technical, and charting analysis, supported by integrated retirement-plan and benefits consulting capabilities.

Wealth management Active portfolio management Tax-loss harvesting General estate planning guidance
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