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Ryan Joelson

Coastal Wealth Management

56 Williams Avenue

Mystic, CT 06355

860-245-0251

Don't Keep Your Financial Success a Secret!

About Coastal Wealth Management

Your financial goals are individual, and we can help you achieve them.

We take the time to understand whats truly important to you, whether its saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice we offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

We focus as a firm on the following niches: retirement planning strategies, tax planning strategies, and employee stock options.

General Information

Firm Start Year

2007

No.of Employees

10-19

CRD#

3251722

Firm CRD#

6161

Insurance License#

6371173

Name of Broker/Dealer

Ameriprise

Name of Custodial Firm

Ameriprise

States Licensed in

All States

Years of Experience in Financial Services

22

Number of Years with Current Firm

2

Work Experience

Have worked for very large firms (Invesco, Nuveen, Incapital) running investments, finance, operations, administration and driving sales for the bulk of my career. At each of the previous four positions, developed growth plans for those businesses working closely with senior management and implemented them with tremendous success. Built teams (some of them from the ground up), including training and driving culture. Oversaw the operations, development, and execution for 40 Act products. Managed investment committees, presented investment ideas at the highest levels, and maintained portfolios and managed risk positions. Have written thousands of financial plans and interfaced directly with clients both on the acquisition and the maintenance of accounts and portfolios. Adept at nurturing advisors, clients, managing outside vendors as well as building teams. Have 7 years of tax experience, and am adept at interfacing with attorneys and CPAs and understand their dynamics. Experience also involves leading teams that have handled the modeling, assisted in the due diligence and post integration efforts of several M&A deals, so my understanding of the world of finance is broad.

I work with the following types of clients

Non-Profit Organizations, Individual Investors, Businesses

Foreign Languages Serviced

English

Advisory Services Provided

Legal Advice and Services, Tax Advice and Services, Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Money Management

Services

Investment Types

Insurance, Mutual Funds, Options & Futures, Bonds, Stocks, Annuities, Commodities, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)

I can meet clients in the following ways

Our Offices, Via Email, At your office, Video Conference, Via Phone, At my office, At your home

Compliance

Registered Investment Advisor

Yes

Registered Representative

Yes

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP®, CFA®, CPA, CMFC®, CRPC®, APMA®

Securities Licenses

Series 66, Series 65, Series 63, Series 53, Series 24, Series 7, Series 6

Insurance and Annuity Licenses

Disability, Property, Casualty, Accident, Annuity, Variable Life, Life, HMO, Variable Annuity, Long Term Care, Health

Firm Information

Firm's Number of Clients

1500

Firm's Number of Planning Clients

280

Firm's Number of Managed Clients

1500

Assets Managed by Firm

815000000

Advisor's Number of Clients

1500

Advisor's Number of Managed Clients

1500

Advisor's Number of Planning Clients

280

Assets Managed by Advisor

815,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

500,000

Compensation Methods

Based on Assets

Fee % Based on Assets

1

Additional Details on Charges

The only fee charged is the management fee plus a comprehensive planning fee if you choose financial planning. We do not charge extra for ticket charges or administrative charges.

Minimum Fee Charged for Managed Accounts

0

Minimum Fee Charged for Hourly Planning Accounts

0

Education

Bachelors - Economics

Yale University
09/01/1995 - 05/01/1999

Disclaimer

Ameriprise financial advisors are individually registered to do business only in certain U.S. states. Please refer to an advisors personal website, for additional details. Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2005-2021 Ameriprise Financial, Inc. All rights reserved. Users of this site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations.