LPL Financial
44yrs
Top advisor by experience in West Bend
3yrs
Ryan Gonzalez
Financial advisor at Edward Jones
Ryan Gonzalez is a fiduciary financial advisor in West Bend, Wisconsin, with 3 years in the industry. Ryan joined Edward Jones in 2023, a firm offering financial planning, investment management, and retirement plan consulting. Edward Jones reports being paid through a percentage of assets and flat fees.
One of 97 advisors with offices in West Bend, and one of 93 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office2360 W Washington St, West Bend, WI 53095
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?1 state
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
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
- 2023 – nowEdward JonesCurrent firm
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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Ryan
How do I contact Ryan?
Call Edward Jones at 314-515-2000 and ask for Ryan Gonzalez. Ryan works from the West Bend, WI office.
How long has Ryan been a financial advisor?
Ryan has been in the industry since 2023, about 3 years. 3 years in the industry.
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?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other 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.
Other advisors nearby
Stifel, Nicolaus &
43yrs
Top 1% by experience in Wisconsin
Cetera Investment Advisers
42yrs
Top 2% by experience in Wisconsin
Stifel, Nicolaus &
41yrs
Top 3% by experience in Wisconsin
CWP Private Wealth Management
40yrs
Top 4% by experience in Wisconsin
Wells Fargo Advisors
40yrs
Top 4% by experience in Wisconsin