Ryan Financial Group

Retirement Plan Advisor

Hibbing, MN

About Ryan Financial Group

<p>From Hibbing’s Iron Range roots to offices in Minneapolis and Rutherford, Ryan Financial Group works with clients across northern Minnesota, the Twin Cities, and the New York–New Jersey metro area.</p> <p>The firm has a team of 7 and provides wealth management, retirement plan consulting, and institutional investment advisory services. For employer plans, Ryan Financial Group handles plan design and participant advice, with an emphasis on clear explanations and practical next steps rather than jargon.</p> <p>Clients work with advisors who hold credentials such as CFP®, CPA, CIMA®, AIF®, AWMA, CFA®, CAIA®, and JD. Securities and advisory services are offered through Commonwealth Financial Network®, a member of FINRA and SIPC, and a Registered Investment Adviser. The firm also offers fixed insurance products and services that are separate from Commonwealth.</p> <p>What sets Ryan Financial Group apart is the mix of retirement plan work and participant-level guidance delivered by a credentialed team across three offices.</p> <ul> <li><a href="/plan-advisors">Plan advisor</a> services for employer-sponsored retirement plans</li> <li>Plan design support</li> <li>Participant advice and education</li> <li>Wealth management for individuals and families</li> <li>Institutional investment advisory</li> </ul>

Website: https://www.ryanfingroup.com/

Employees: 7

Office Locations

  • Rutherford, NJ
  • Hibbing, MN (Headquarters)
  • Minneapolis, MN

Accreditations & Certifications

  • CFP®
  • AIF®
  • CFA®

Services Offered

  • Plan Design Consulting
  • Participant Investment Advice

Plans Serviced (2024)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

PlanSponsorAssetsParticipants
CRYSTAL DISTRIBUTION, INC. 401(K) SAVINGS PLAN CRYSTAL DISTRIBUTION, INC., MN $10M 249

Team Members

  • Senior Wealth Advisor, Call Me, Partner
  • Greg Stalsberg CFA, Chief Investment Officer, Partner, CAIA®
  • Tony Wilson, Financial Planner, AWMA
  • Collin Petersen, Investment Research Analyst, CIMA®
  • Heather Croke, CFP®, CPA
  • John Ryan CFP, AIF®, AWMA

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