Ryan John Balks
Investment adviser representative at Cetera Investment Advisers LLC
18 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 yearsFirm in business
Are you Ryan John Balks? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
18 years in the industry.
- Cetera Investment Advisers LLCSep 2026 to now
- Cetera Wealth Services, LLCSep 2026 to now
- Big Red AdvisoryDec 2025 to now
- Smalley InvestmentsMay 2018 to now
- Commonwealth Financial NetworkMay 2018 to Sep 2026
- Signator Investors, Inc.Dec 2015 to May 2018
- Nylife Securities LLCApr 2008 to May 2018
- New York Life Insurance CoMar 2008 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (MI).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5501947
- Firm CRD
- 105644