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Jeffrey R

Series 63, Series 65, Series 66

Chesterton, IN

Cetera

Jeffrey Ryan is a financial advisor with Cetera who holds Series 63, Series 65, and Series 66 designations and has 29 years of industry experience. He has been with Cetera Advisors LLC since 2014 and also serves as an advisory representative for Ergawealth Advisors, Inc. Outside of his role at Cetera, he owns Ryan Investment Management, an S corporation focused on financial planning and asset management. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large nationwide network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and retirement services, operating a multi-manager platform with access to various program structures and third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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