Ryan David Finch
Investment adviser representative at Emerson Equity LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$321.7MFirm 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
- Seminars and workshops
Experience
13 years in the industry.
- Whitestone Real Estate Fund I LLCNov 2020 to now
- Emerson Equity LLCApr 2020 to now
- Sc Re I LLCJul 2019 to now
- 1395 Harlan LLCJul 2015 to now
- Approach 99 LLCMay 2015 to now
- Sharpe Capital LLCNov 2014 to now
- dba Tangible Wealth SolutionsSep 2014 to now
- Finch Sertich Capital LLCJan 2013 to now
- Colorado Financial Service CorporationAug 2017 to Apr 2020
- Tangible Property Solutions LLCAug 2016 to Dec 2021
- Cobiz WealthApr 2015 to Jul 2017
- Sharpe Investment LLCSep 2014 to Sep 2021
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
- Series 63 · Uniform Securities Agent State Law2018
State registrations
Registered as an investment adviser representative in 1 state (CO).
Emerson Equity LLC
$321.7MAssets managed
620Clients
80Advisers
5 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
- 6379871
- Firm CRD
- 130032