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Advisors / Iowa / Wellman
21yrs

Justin Ryan

Financial advisor at Cambridge Investment Research Advisors

Justin Ryan has worked in the financial industry for 21 years and is a fiduciary financial advisor based in Wellman, Iowa. After nine years at Voya Financial Advisors, Justin joined Cambridge Investment Research Advisors in 2020, a firm offering financial planning, investment management, and retirement plan consulting. Justin holds the CFP® designation.

Wellman, IA 52356CFP®Fiduciary advisor

At a glance

Experience21 years (since 2005)
How that compares ?More experience than 64% of advisors in Iowa
Office3267 WW Ave., Wellman, IA 52356
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$378,281
Advisors at the firm3,917
States licensed ?1 state

Services through Cambridge Investment Research Advisors

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersMarket timingEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2020 – now
  2. 2011 – 2020

Questions to ask Justin

Tailored to Justin’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Justin

How do I contact Justin?

Call Cambridge Investment Research Advisors at (641) 472-5100 and ask for Justin Ryan. Justin works from the Wellman, IA office.

How long has Justin been a financial advisor?

Justin has been in the industry since 2005, about 21 years. More experience than 64% of advisors in Iowa.

What licenses does Justin hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Justin a fiduciary?

Justin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Justin paid?

Cambridge Investment Research Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Justin 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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