Merrill
47yrs
Top advisor by experience in Mystic
27yrs
Ryan Joelson
Financial advisor at Ameriprise Financial Services
Ryan Joelson is a fiduciary financial advisor in Mystic, Connecticut, with 27 years in the industry. Ryan joined Ameriprise Financial Services in 2021, after two years at Guardian Rock Wealth Investment Management and a year at Osaic Services. Ryan holds the CFA designation.
One of 97 advisors with offices in Mystic, and one of 92 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 23% by experience nationwide
Office56 Williams Ave 1st Floor, Mystic, CT 06355
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$471,167
Advisors at the firm12,970
States licensed ?1 state
Services through Ameriprise Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowAmeriprise Financial Services, LLCCurrent firm
- Mar 2019 – Feb 2021
- Sep 2017 – Oct 2018Osaic Services, Inc.Previously
- May 2016 – Jun 2017Nuveen Asset Management, LLCPreviously
- 2011 – 2015Invesco Advisers, Inc.Previously
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?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Ryan
How do I contact Ryan?
Call Ameriprise Financial Services at 612-671-3131 and ask for Ryan Joelson. Ryan works from the Mystic, CT office.
How long has Ryan been a financial advisor?
Ryan has been in the industry since 1999, about 27 years. Top 23% by experience nationwide.
What licenses does Ryan hold?
Series 63, Series 65, 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?
Ameriprise Financial Services 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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