Ameriprise Financial Services
40yrs
Top advisor by experience in San Dimas
19yrs
Ryan Tolan
Full name on record: Ryan Patrick Tolan
Financial advisor at Ameriprise Financial Services
Ryan Tolan has worked in the financial industry for 19 years and is a fiduciary financial advisor based in San Dimas, California. Ryan joined Ameriprise Financial Services in 2007, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 23 advisors with offices in San Dimas, and one of 20 fiduciaries.
At a glance
Experience19 years (since 2007)
How that compares ?More experience than 65% of advisors in San Dimas
Office530 W Bonita Ave, San Dimas, CA 91773
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 ?2 states
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2007 – nowAmeriprise Financial Services, LLCCurrent firm
Contact Ryan
Local office(909) 394-0409Ask for Ryan. (612) 671-3131Main office · Minneapolis, MN 530 W Bonita AveSan Dimas, CA 91773Office · Get directions LinkedIn pageAmeriprise Financial Services
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Questions to ask Ryan
Tailored to Ryan’s registration and firm.
- 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
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About Ryan
How do I contact Ryan?
Call Ryan’s local office at (909) 394-0409 or the Ameriprise Financial Services main office at (612) 671-3131, and ask for Ryan Tolan.
How long has Ryan been a financial advisor?
Ryan has been in the industry since 2007, about 19 years. More experience than 65% of advisors in San Dimas.
What licenses does Ryan hold?
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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