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Ryan Tuttle

Financial Planner at SoFi

Ryan Tuttle is a Certified Financial Planner (CFP®) currently working as a Financial Planner at SoFi. He is based in South Jordan, Utah, and has been in the financial services industry since 2011.1 Ryan specializes in providing financial planning and portfolio management services for individuals and families.1

Professional Experience

Ryan Tuttle's career in finance includes:

  • Financial Planner at SoFi (current position)
  • Registered investment advisor with Sofi Wealth LLC in Cottonwood Heights, UT1
  • Financial advisor at TD Ameritrade, Inc.1
  • Financial advisor at E*TRADE Securities LLC1
  • Financial advisor at Morgan Stanley1

Qualifications and Licenses

Ryan holds several professional licenses and certifications:

  • Certified Financial Planner (CFP®)
  • Series 63, 66, and 7 licenses1
  • Securities Industry Essentials (SIE) Examination1
  • Registered Representative of Sofi Securities LLC, member FINRA/SIPC1

Services Offered

As a financial planner at SoFi, Ryan Tuttle likely offers services such as:

  • Comprehensive financial planning
  • Portfolio management
  • Retirement planning
  • Investment advice
  • Educational seminars on financial topics2

Ryan Tuttle's role at SoFi involves providing personalized financial advice and developing comprehensive financial plans to help clients achieve their financial objectives.2

Highlights

Jan 1 · fbfs.com
Meet Ryan Tuttle | Farm Bureau Financial Services
Meet Ryan Tuttle | Farm Bureau Financial Services

Related Questions

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Ryan Tuttle
Ryan Tuttle, photo 1
Ryan Tuttle, photo 2
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Location

South Jordan, Utah