Merrill
47yrs
Top advisor by experience in Wayzata
16yrs
Ryan Michaelis
Financial advisor at B&e Investment Advisers
Ryan Michaelis is a fiduciary financial advisor in Wayzata, Minnesota, with 16 years in the industry. After a year at BFC Planning, Ryan joined B&e Investment Advisers in 2018, a firm offering financial planning, investment management, and retirement plan consulting. Ryan’s designations include CFP® and ChFC.
One of 467 advisors with offices in Wayzata, and one of 436 fiduciaries.
At a glance
Experience16 years (since 2010)
How that compares ?More experience than 52% of advisors in Minnesota
Office282 E. Wayzata Blvd.,, Wayzata, MN 55391
How the firm is paid ?Percent of assets, Hourly, Flat fee
Advisors at the firm3
States licensed ?1 state
Services through B&e Investment Advisers
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2018 – nowB&e Investment Advisers, Inc.Current firm
- May 2016 – Apr 2017BFC Planning, Inc.Previously
Contact Ryan
(952) 475-0440B&e Investment Advisers main office 282 E. Wayzata Blvd.,Wayzata, MN 55391Office · Get directions
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Questions to ask Ryan
Tailored to Ryan’s registration and firm.
- 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 B&e Investment Advisers at (952) 475-0440 and ask for Ryan Michaelis. Ryan works from the Wayzata, MN office.
How long has Ryan been a financial advisor?
Ryan has been in the industry since 2010, about 16 years. More experience than 52% of advisors in Minnesota.
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?
B&e Investment Advisers 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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