Unclaimed Profile

Ryan Michael Allen

AMBS INVESTMENT COUNSEL LLC·GRAND RAPIDS, Michigan

SIE, Series 7, Series 63CFP CFAClean record16 years registeredAMBS INVESTMENT COUNSEL LLC

625 KENMOOR SE, GRAND RAPIDS, MI 49546CRD# 5567797Firm CRD# 106381

Profile Verification

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

Identity

Ryan Michael Allen · GRAND RAPIDS, MI

Registration

CRD #5567797 · AMBS INVESTMENT COUNSEL LLC · 16 years registered

Brand Profile

Not yet started

Career History

FINANCIAL ADVISORY CORPORATION

Jun 2015 – present

CITY NATIONAL ROCHDALE

Dec 2013 – May 2015

GRAND RAPIDS, MI

AMBS INVESTMENT COUNSEL LLC

Jul 2010 – Dec 2013

GRAND RAPIDS, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · July 2, 2010

Years registered · 16

Professional designations · CFP, CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AMBS INVESTMENT COUNSEL LLC

CRD 106381 · SEC 801-49983

AUM

$476M

Regulatory assets under management

Employees

248 client accounts

Services offered by AMBS INVESTMENT COUNSEL LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Market timing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at AMBS INVESTMENT COUNSEL LLC →

Introduction

Speak with Ryan

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Ryan is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in GRAND RAPIDS?

Browse all registered financial advisors in GRAND RAPIDS, Michigan or claim this profile if it's yours.

Browse GRAND RAPIDS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Ryan Michael Allen offer?

Ryan Michael Allen specializes in Investment Management, Wealth Management. Contact their office in GRAND RAPIDS, Michigan for a consultation.

What are Ryan Michael Allen's credentials?

Ryan Michael Allen holds the following professional designations: CFP, CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Ryan Michael Allen located?

Ryan Michael Allen is based in GRAND RAPIDS, Michigan, working with AMBS INVESTMENT COUNSEL LLC. Their office serves clients in the GRAND RAPIDS metropolitan area and surrounding communities.

How does Ryan Michael Allen charge for services?

Ryan Michael Allen's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AMBS INVESTMENT COUNSEL LLC?

AMBS INVESTMENT COUNSEL LLC has approximately 8 employees and manages $476M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →