Ryan Fleischer Email & Phone Number

Omaha, Ne, Us

Omaha, Nebraska

Omaha, Ne

At Revolution Group we take a broad and deep view of our clients and their families while providing customized portfolios specific to their needs and interests. We don't fit clients into a specific investment model, rather we create the model around the client. Our sophisticated and distinctive process of portfolio creation & management allows our clients to participate in gains with mitigated downside risk. The financial world is constantly changing and creating new challenges; Revolution Group believes that our client's investment portfolios should adapt to these new realities. Staying the course means falling behind. As a predominantly cost-based wealth management firm, we have aligned our interest with our clients' objectives. We will work with your current trusted estate planning counsel and tax advisors, or we will recommend a highly competent professional partners in the area of need for the creation of various planning strategies. Revolution Group specializes in providing advice and investment strategies to institutions, business owners, physicians, executives, and their families. • no proprietary investments • no banking relationships to promote• no business conflicts to get in the way of providing unbiased recommendations.Revolution Group puts clients first. We have implemented the rigorous standards and earned the qualification of becoming a Board Certified advisory practice by NABCAP--an independent non-profit agency. We invite you to see why we have created loyal and elite clients that have selected us for their financial Revolution. A+ rating BBB www.RevGroupLLC.com* Investments and Financial Planning offered through Revolution Capital, LLC a Registered Investment Advisor (RIA) and subsidiary owned by Revolution Group, LLC. Insurance Products and Services through Revolution Group, LLC.

Lincoln And Omaha, Nebraska Area

Worked with internal banking channels to provide investment management, guidance, and financial strategies to high net worth clients across various banking departments. In addition to managing client investments, job responsibility included the development of creative planning strategies for bank's top clients - normally in the area of estate planning. This included First National Bank charters in Nebraska, Colorado, Kansas, and Texas.

Lincoln, Nebraska Area

As a financial consultant, formed financial plans and gave investment advice relative to clients' situations with tools made available through Waddell and Reed. Recieved recogintion by Waddell and Reed as the nation's top producing first year financial advisor at the national conference. Obtained Superstarter Gold award, firm's highest first year achievment. Moved into District Management role, overseeing production and direction of 20+ advisors. Obtained Honor Award and was named to the Circle of Champions, an annual award for Waddell and Reed's top financial advisors.

Advanced Graduate Degree In Investment Management And Portfolio Engineering, Investments And Securities

Advanced Graduate Certificate In Institutional Investment And Risk Management., Investments And Securities

Finance, Cfp Canidate, Rfc

Cfp Prepratory, Finance

Bsba, Finance, Management