About Ryan Financial Group
Ryan Financial Group is a dedicated financial advisory firm with offices in Hibbing and Minneapolis, Minnesota, and Rutherford, New Jersey. They offer comprehensive Wealth Management, Retirement Plan Consulting, and Institutional Investment Advisory services. The firm prides itself on delivering tailored insights grounded in long-term relationships, simplifying complex financial topics, and crafting personalized strategies to help clients achieve their financial goals. With a team of experienced professionals holding designations such as CFP®, CPA, CIMA®, AIF®, AWMA, CFA®, CAIA®, and JD, Ryan Financial Group prioritizes client's best interests. They are committed to providing an exceptional level of service, listening to objectives, and developing clear strategies for financial confidence. Securities and advisory services are offered through Commonwealth Financial Network®, a member of FINRA and SIPC, and a Registered Investment Adviser. They also offer fixed insurance products and services separate from Commonwealth. Ryan Financial Group focuses on value and customization, helping individuals and institutions make their money meaningful across all stages of life.
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).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| 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
- Heather Croke, CFP®, CPA
- Collin Petersen, Investment Research Analyst, CIMA®
- John Ryan CFP, AIF®, AWMA