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Education

  • University of Colorado at Boulder

Accreditations

  • Certified Financial Planner™

Personal Interests

  • Cooking
  • Skiing and hiking
  • College Athletics

Ryan N. Todd, CFP®

Private Wealth Advisor

LinkedIn ProfileEmail

Ryan is a Private Wealth Advisor with Lake Street.  He brings over two decades of financial guidance in helping clients achieve their life goals.  A natural problem solver, Ryan has dedicated himself to delivering customized wealth management solutions to individuals and families across the country. He seeks to provide clarity around a person’s vision and align their intention with a focused plan.  As a fiduciary, Ryan acts in his client’s best interest and is a passionate advocate for their priorities and financial security.

Prior to joining Lake Street, Ryan served as an Assistant Vice President at Merrill.  He has also cared for clients at Northwestern Mutual Wealth Management and Charles Schwab.  He earned a bachelor’s degree in history from the University of Colorado at Boulder.  Ryan holds the Certified Financial Planner™ designation awarded by the Certified Financial Planner Board of Standards.  He is an active member of Christ Church Lake Forest. He is also a member of the National Ski Patrol, volunteering as an alpine patroller at Wilmot Mountain in Wisconsin. Ryan lives in Lake Forest with his wife Mindy, son Will, daughter Allie and family dog Jackson.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S.

Back To Team

Ryan N. Todd, CFP®

Private Wealth Advisor

LinkedIn ProfileEmail

Ryan is a Private Wealth Advisor with Lake Street.  He brings over two decades of financial guidance in helping clients achieve their life goals.  A natural problem solver, Ryan has dedicated himself to delivering customized wealth management solutions to individuals and families across the country. He seeks to provide clarity around a person’s vision and align their intention with a focused plan.  As a fiduciary, Ryan acts in his client’s best interest and is a passionate advocate for their priorities and financial security.

Prior to joining Lake Street, Ryan served as an Assistant Vice President at Merrill.  He has also cared for clients at Northwestern Mutual Wealth Management and Charles Schwab.  He earned a bachelor’s degree in history from the University of Colorado at Boulder.  Ryan holds the Certified Financial Planner™ designation awarded by the Certified Financial Planner Board of Standards.  He is an active member of Christ Church Lake Forest. He is also a member of the National Ski Patrol, volunteering as an alpine patroller at Wilmot Mountain in Wisconsin.  Ryan lives in Lake Forest with his wife Mindy, son Will, daughter Allie and family dog Jackson.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S.

Education

  • University of Colorado at Boulder

Accreditations

  • Certified Financial Planner™

Personal Interests

  • Cooking
  • Skiing and hiking
  • College Athletics

Back To Team

Investing involves risk and you may incur a profit or a loss. Please carefully consider investment objectives, risks, charges, and expenses before investing.

Advisory services are offered through Lake Street Financial, LLC (“Lake Street”), an SEC Registered Investment Adviser.

Securities offered through Purshe Kaplan Sterling Investments, member FINRA / SIPC, headquartered at 80 State St, Albany, NY 12207. Purshe Kaplan Sterling Investments and Lake Street are not affiliated companies.

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