Eden Prairie, MN Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$257,179,879
ClientsTotal clients
772
AdvisorsAdvisors at this office
2
Of 94 advisors across 40 offices
HNW client ratio
—
Location
775 Prairie Center Dr Ste 155
Eden Prairie MN 55344
Advisors at this office
2
Advisors at this office
Jonnie G
Series 66
Eden Prairie, MN
W&S BROKERAGE Services, Inc.
Jonnie Goodmanson is a financial advisor at W&S Brokerage Services, Inc. with two years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones and Western & Southern Life. Outside of financial services, she teaches yoga teacher training and health and wellness courses at Live Free Trainings and Crown College. W&S Brokerage Services, Inc. is a dually-registered broker-dealer and SEC-registered investment adviser affiliated with Western & Southern Financial Group. The firm offers a wrap fee asset-allocation program with model portfolios tailored to various risk profiles and investment objectives, combining discretionary investment management with brokerage and insurance services.
Richard R
Series 63, Series 66
Eden Prairie, MN
W&S BROKERAGE Services, Inc.
Richard Ryan is a financial advisor with W&S Brokerage Services, Inc. He holds Series 63 and Series 66 licenses and has 21 years of industry experience. His prior roles include positions at New York Life Insurance Company, Nylife Securities Inc., and Eagle Strategies. Outside of his advisory work, he volunteers as a youth hockey coach and referee in Minnetonka, MN. W&S Brokerage Services, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer that manages a wrap-fee asset allocation program serving institutional and individual clients. The firm uses a model-based, discretionary investment process with strategic allocations by Fort Washington Investment Advisors, combining investment management with broker-dealer and insurance services.
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