Unclaimed Profile

Ryan Paul Willette

MEANS INVESTMENT CO., INC.·BANGOR, Maine

SIE, Series 6, Series 7, Series 63, Series 65CFPClean record18 years registeredMEANS INVESTMENT CO., INC.

802 STILLWATER AVE., BANGOR, ME 04401-3614CRD# 5056955Firm CRD# 2748

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Ryan Paul Willette · BANGOR, ME

Registration

CRD #5056955 · MEANS INVESTMENT CO., INC. · 18 years registered

Brand Profile

Not yet started

Career History

COSTON, MCISAAC & SHEA FINANCIAL ADVISORS

Mar 2021 – present

MEANS WEALTH MANAGEMENT

Jun 2015 – May 2020

BANGOR, ME

WELLS FARGO ADVISORS, LLC

Nov 2013 – Jan 2015

BOSTON, MA

U.S. BANCORP INVESTMENTS, INC.

Oct 2010 – Nov 2013

CHICAGO, IL

CHASE INVESTMENT SERVICES CORP.

Mar 2008 – Oct 2010

CHICAGO, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · March 19, 2008

Years registered · 18

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MEANS INVESTMENT CO., INC.

CRD 2748 · SEC 801-80992

AUM

$977M

Regulatory assets under management

Employees

3,038 client accounts

Services offered by MEANS INVESTMENT CO., INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Publication of periodicals/newsletters

Market timing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at MEANS INVESTMENT CO., INC. →

Introduction

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Frequently Asked Questions

What services does Ryan Paul Willette offer?

Ryan Paul Willette specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in BANGOR, Maine for a consultation.

What are Ryan Paul Willette's credentials?

Ryan Paul Willette holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Ryan Paul Willette located?

Ryan Paul Willette is based in BANGOR, Maine, working with MEANS INVESTMENT CO., INC.. Their office serves clients in the BANGOR metropolitan area and surrounding communities.

How does Ryan Paul Willette charge for services?

Ryan Paul Willette's firm is compensated through percentage of aum, hourly charges, other: provide general advice & fin. planning svcs for a negotiated fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MEANS INVESTMENT CO., INC.?

MEANS INVESTMENT CO., INC. has approximately 21 employees and manages $977M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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