Unclaimed Profile

Ryan W Miles

EHLERS INVESTMENT PARTNERS, LLC·ROSEVILLE, Minnesota

Series 7, Series 65, Series 66Clean record17 years registeredEHLERS INVESTMENT PARTNERS, LLC

3060 CENTRE POINT DRIVE, ROSEVILLE, MN 55113-1122CRD# 5540355Firm CRD# 146385

Profile Verification

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

Identity

Ryan W Miles · ROSEVILLE, MN

Registration

CRD #5540355 · EHLERS INVESTMENT PARTNERS, LLC · 17 years registered

Brand Profile

Not yet started

Career History

EHLERS

Aug 2018 – present

WELLS FARGO ADVISORS, LLC

Sep 2008 – Jul 2009

SPOKANE, WA

Registrations & Exams

FINRA examinations passed

Series 7

Series 65

Series 66

Registration record

First registered · September 29, 2008

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EHLERS INVESTMENT PARTNERS, LLC

CRD 146385 · SEC 801-69849

AUM

$2.7B

Regulatory assets under management

Employees

559 client accounts

Services offered by EHLERS INVESTMENT PARTNERS, LLC

Per Form ADV

Selection of other advisers

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Nonprofits & Foundations

View all advisors at EHLERS INVESTMENT PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Ryan W Miles offer?

Ryan W Miles specializes in Wealth Management. Contact their office in ROSEVILLE, Minnesota for a consultation.

What are Ryan W Miles's credentials?

Ryan W Miles is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ryan W Miles located?

Ryan W Miles is based in ROSEVILLE, Minnesota, working with EHLERS INVESTMENT PARTNERS, LLC. Their office serves clients in the ROSEVILLE metropolitan area and surrounding communities.

How does Ryan W Miles charge for services?

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

How large is EHLERS INVESTMENT PARTNERS, LLC?

EHLERS INVESTMENT PARTNERS, LLC has approximately 10 employees and manages $2.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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