Ryan T. Weigel, CPA, CFP

Financial Advisor

Ryan T. Weigel

In my work, I am inspired to be a trusted advisor for my clients in all aspects of their financial life.

OVERVIEW

Since 2009, Ryan has been providing public accounting and financial services to clients in the upper Midwest. Ryan provides holistic wealth management to clients through an emphasis on financial planning. This entails retirement planning, cash flow analysis, estate planning, insurance risk assessment and asset allocation, with an emphasis on tax efficiency.

Ryan believes in being a financial advocate for his clients. He does this by taking the time to understand the client's needs and building comprehensive wealth plans. Ryan brings trust and honesty to each relationship and always puts his client's needs first.

In his free time, Ryan's top priority is spending time with his wife and three children (Ben, Drew and Chloe). In the summer, you can find Ryan and family on the golf course or enjoying time on the river. In the fall, you can find him pheasant hunting or enjoying the quiet of the woods while archery deer hunting.

QUALIFICATIONS

Memberships

  • American Institute of Certified Public Accountants
  • South Dakota Certified Public Accountants Society

Designations/Licensures

  • Certified Public Accountant
  • Certified Financial Planner
  • Registered Representative Series 7 & 66
  • Life and Health Insurance Licenses

Education

  • Bachelor of Science, Professional Accountancy – Northern State University, Aberdeen, S.D.

KNOWLEDGE

Client Work

  • Provides holistic financial planning services to high net worth clients, small to mid-size businesses owners and farmers and has helped many clients successfully transition from working years to retirement.

COMMUNITY

Community Involvement

  • Leadership Aberdeen, Class of 2017 Graduate
  • Sertoma Club, Member

Financial Advisor offers Investment Advisory Services through Eide Bailly Advisors LLC, a Registered Investment Advisor. Securities offered through United Planners Financial Services, Member of FINRA and SIPC. Eide Bailly Financial Services, LLC is the holding company for Eide Bailly Advisors, LLC and Eide Bailly Agency, LLC which operate under Eide Bailly LLP. Eide Bailly Financial Services and its subsidiaries are not affiliated with United Planners. Insurance products are offered or issued via Eide Bailly Agency, LLC. Not all products and services are available in all states. Eide Bailly Financial Advisors can also be licensed as insurance agents/producers of Eide Bailly Agency.

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