RR
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
6 advisors
Number of Clients
87 clients
Average Client Portfolio
$79K average
Assets Under Management
$6.9M
Fee Structure
This brochure does not contain any fee information. Please refer to EPI Financial Group LLC's brochure for fee details.
Areas of Practice
Insurance PlanningEstate Planning
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Advisor Information
Office location
5700 Crooks Rd., Suite 340, Troy, MI, 48098-2809
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Ryan is an insurance agent at EPI Protection, LLC, focusing on insurance sales and services since October 2022. This activity takes about half of Ryan's time.
Employment History
Current Registrations
Epi Financial Group
October 2022 - Present · 3 yrs 3 mos
Previous Registrations
Pruco Securities, LLC. Broker
March 2021 - October 2022 · 1 yr 7 mos
Prudential Financial Planning Services
March 2021 - October 2022 · 1 yr 7 mos
Sentinel Pension Advisors INC
January 2020 - November 2020 · 10 mos
Abg Portfolio Strategies, INC.
February 2016 - December 2019 · 3 yrs 10 mos
State Registrations2 states
MITX
Advisor
Exams
No exam information available for this advisor.