Cetera Investment Advisers
47yrs
Top advisor by experience in Coralville
27yrs
Ryan Panzer has worked in the financial industry for 27 years and is a fiduciary financial advisor based in Coralville, Iowa. After four years at SII Investments and a year at Northwestern Mutual Investment Services, Ryan joined LPL Financial in 2018, a firm offering financial planning, investment management, and educational workshops. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 57 advisors with offices in Coralville, and one of 51 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 21% by experience in Iowa
Office2771 Oakdale Blvd Suite 1, Coralville, IA 52241
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2018 – nowLPL Financial LLCCurrent firm
- 2013 – 2018SII Investments, Inc.Previously
- Aug 2012 – Sep 2013Northwestern Mutual Investment Services, LLCPreviously
Contact Ryan
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Ryan. 2771 Oakdale Blvd Suite 1Coralville, IA 52241Office · Get directions Facebook pageLPL Financial
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Questions to ask Ryan
Tailored to Ryan’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Ryan
How do I contact Ryan?
Call LPL Financial at (704) 733-3300 and ask for Ryan Panzer. Ryan works from the Coralville, IA office.
How long has Ryan been a financial advisor?
Ryan has been in the industry since 1999, about 27 years. Top 21% by experience in Iowa.
What licenses does Ryan hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Ryan a fiduciary?
Ryan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ryan paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Ryan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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