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Ryan Komas profile image

Ryan Komas

Investment Adviser Representative at WFA Asset Management Corporation
Intro Book
Financial professional with experience in financial planning, leadership, and communication.
  • Claim this Profile
Location
Greater Milwaukee, US
Skills
  • Communication
  • Leadership
  • Tenacious Work Ethic
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Bio

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Ryan Komas is a seasoned financial professional with experience in financial planning, leadership, and communication. He has worked in various roles, including Investment Adviser Representative, Financial Services Intern, and Hand Bindery Worker. With a degree in Business and Personal/Financial Services Marketing Operations from the University of Wisconsin-Madison, Ryan has developed strong skills in financial planning software, leadership, and communication. He has also obtained certifications such as Series 65 and Excel 2016: Financial Functions in Depth. Currently, Ryan works at WFA Asset Management Corporation in Whitefish Bay, Wisconsin, where he collaborates with advisers and tax professionals to create holistic financial plans.

Credentials

  • Series 65
    NASAA
    Jan, 2024
    - Apr, 2026
  • Excel 2016: Financial Functions in Depth
    LinkedIn
    Jan, 2022
    - Apr, 2026

Experience

  • WFA Asset Management Corporation
    • Whitefish Bay, Wisconsin, United States of America
    • Investment Adviser Representative
      • Jul 2023 - Present
      • Whitefish Bay, Wisconsin, United States of America

      • Collaborate with advisers and tax professionals to create holistic financial plans• Analyze market performance, investments, and client data to develop tailored strategies for clients• Utilize financial planning software like Morningstar, Emoney, Lacerte, and Tamarac

  • Harbour Investments, Inc
    • Madison, Wisconsin, United States
    • Financial Services Intern
      • May 2022 - Aug 2022
      • Madison, Wisconsin, United States

      •Operate financial service software to update financial information for clients.•Communicate with team members on various projects given my team•Shadow Harbour financial professionals to get an understanding of what their job is and how it relates to the finance industry.•Run office printing machines

  • Crossmark Graphics, Inc.
    • United States
    • Hand Bindery Worker
      • Dec 2018 - Jul 2022
      • United States

      • Run and assist in a variety of printing machines • Collaborate with other workers on the assembly line and strategized finding the best action for the most efficient outcome• Drive delivery van carrying the product to customers at various locations

  • Lake Beulah Sailing School Inc
    • United States
    • Sailing Instructor
      • May 2018 - Aug 2018
      • United States

      • Guided kids ages 5-16 to learn the fundamentals of competitive sailing, while balancing safety and responsibility for the children• Created the lesson plan for the day to day class to meet various learning objectives• Collaborated with other instructors to help execute lesson plans as well as maintain safety• Coordinated competitive and practice races with race management officials

Education

  • 2019 - 2023
    University of Wisconsin-Madison
    Business and Personal/Financial Services Marketing Operations
  • 2014 - 2019
    Eisenhower Middle/High
    Buisness

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services.”

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