Ron Rydell, CFP has had a distinguished career since he found he could excel in sales as a 19 year old college sophomore with a summer direct sales job. His insights, understanding of business and people and passion have enabled him to build his business and advise and assist a sophisticated (and in many cases passionate but less cutting edge) audience of Clients and Prospects. Mr. Rydell brings an owner’s perspective to his work in a dual capacity as both an investment banker and in portfolio management with high end IRA owners, foundations and other appropriate entities.
He has had a continuous and productive relationship with an SEC Registered Investment Advisor based in Minneapolis, MN among other “feeders” for a high volume of quality opportunities for his practice as a fully compliant FINRA registered broker generating transactions/financings ranging in size from $10 million to almost one billion dollars.
Mr. Rydell’s mantras “to surround himself with people smarter than he is” and that “less is more” as a metaphor, ensure succinct, respectful and effective communication; both verbal and written. He holds a BA from Concordia College, Moorhead, MN and advanced degrees from both the University of North Dakota and the University of Minnesota.
He holds the requisite FINRA Licenses (Series 7, 24, 65, 66 & 79). Mr. Rydell is also licensed for Life, Health Annuities and Variable Annuities Insurance and for Real Estate in the States of Minnesota and North Dakota.
Mr. Rydell authored his “Guide to Selling a Business” and is a long time Certified Financial Planner. He has served as an Adjunct Professor for the College of Financial Planning, Denver, CO. This enables a very synergistic approach to assisting Clients, as appropriate circumstances present.