Unclaimed Profile

Ryan Michael Palmer

OPTIMIST RETIREMENT GROUP, LLC·BELLEVUE, Washington

SIE, Series 7, Series 31, Series 66CFPClean record27 years registeredOPTIMIST RETIREMENT GROUP, LLC

11400 SE 8TH ST., BELLEVUE, WA 98004CRD# 3143404Firm CRD# 119086

Profile Verification

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

Identity

Ryan Michael Palmer · BELLEVUE, WA

Registration

CRD #3143404 · OPTIMIST RETIREMENT GROUP, LLC · 27 years registered

Brand Profile

Not yet started

Career History

OPTIMIST RETIREMENT GROUP, LLC

May 2005 – present

PACIFIC WEST FINANCIAL CONSULTANT INC

Feb 1999 – Aug 2005

BELLEVUE, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 66

Registration record

First registered · February 22, 1999

Years registered · 27

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

OPTIMIST RETIREMENT GROUP, LLC

CRD 119086 · SEC 801-114109

AUM

$188M

Regulatory assets under management

Employees

180 client accounts

Services offered by OPTIMIST RETIREMENT GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at OPTIMIST RETIREMENT GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Ryan Michael Palmer offer?

Ryan Michael Palmer specializes in Financial Planning, Investment Management. Contact their office in BELLEVUE, Washington for a consultation.

What are Ryan Michael Palmer's credentials?

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

Where is Ryan Michael Palmer located?

Ryan Michael Palmer is based in BELLEVUE, Washington, working with OPTIMIST RETIREMENT GROUP, LLC. Their office serves clients in the BELLEVUE metropolitan area and surrounding communities.

How does Ryan Michael Palmer charge for services?

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

How large is OPTIMIST RETIREMENT GROUP, LLC?

OPTIMIST RETIREMENT GROUP, LLC has approximately 2 employees and manages $188M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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