Ryan Halvorson
Investment adviser representative at Tci Wealth Advisors, Inc.
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$5.4BFirm assets
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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
Experience
10 years in the industry.
- Tci Wealth Advisors, Inc.Dec 2023 to now
- Morgan Stanley Private Bank, N.ASep 2019 to Nov 2023
- Morgan StanleyJun 2019 to Dec 2023
- U.S Bank, Private Wealth ManagementJul 2016 to Jun 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (AZ, CO).
Tci Wealth Advisors, Inc.
$5.4BAssets managed
3,268Clients
46Advisers
36 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
- 5985789
- Firm CRD
- 107373