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Ryan James Robertson

PROSPER WEALTH SOLUTIONS, LLC·LEHI, Utah
Clean recordPROSPER WEALTH SOLUTIONS, LLC
3200 CLUB HOUSE DR., LEHI, UT 84043CRD# 5731693Firm CRD# 311144

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Ryan James Robertson · LEHI, UT
Registration
CRD #5731693 · PROSPER WEALTH SOLUTIONS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Ryan James Robertson is a registered financial advisor based in LEHI, Utah, affiliated with PROSPER WEALTH SOLUTIONS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
PROSPER WEALTH SOLUTIONS, LLC
MY PROSPER TEAM
AUM
$40M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at PROSPER WEALTH SOLUTIONS, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5731693
Firm CRD# 311144
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Ryan James Robertson offer?
Ryan James Robertson specializes in Financial Planning, Investment Management. Contact their office in LEHI, Utah for a consultation.
What are Ryan James Robertson's credentials?
Ryan James Robertson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ryan James Robertson located?
Ryan James Robertson is based in LEHI, Utah, working with PROSPER WEALTH SOLUTIONS, LLC. Their office serves clients in the LEHI metropolitan area and surrounding communities.
How does Ryan James Robertson charge for services?
Ryan James Robertson'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 PROSPER WEALTH SOLUTIONS, LLC?
PROSPER WEALTH SOLUTIONS, LLC has approximately 6 employees and manages $40M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Tyler William Hansen
LEHI, UT

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