Ryan Brown, CFP® in

Ryan Brown, CFP®

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Founder and Wealth Management Advisor at ARA Wealth Strategies
📍 Minneapolis, Minnesota, United States

Ryan is the Founder and Wealth Management Advisor at ARA Wealth Strategies, focusing on tax-efficient financial strategies for corporate executives, entrepreneurs, and soon-to-be retirees. His background includes investment banking roles at J.P. Morgan and Houlihan Lokey, and he holds both CFP® and RICP® certifications.

He earned his MBA from the Texas McCombs School of Business and a BS from the University of Connecticut. He applies the same strategic discipline required in his previous corporate finance roles to help individuals and families achieve their financial goals with greater certainty.

His career uniquely bridges Wall Street investment banking experience with personalized wealth management.

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Experience
22 Years
Current Role
Founder and Wealth Management Advisor
Job Level
Leadership
Location
Minneapolis, Minnesota, United States
Personality Overview

How Ryan shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Ryan cares about

Retirement Planning
He holds the Retirement Income Certified Professional (RICP) designation and focuses on helping soon-to-be retirees.
Tax-Efficient Strategies
His firm's primary focus is crafting tax-efficient strategies to help clients achieve their desired outcomes.
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Career

Work history

4-2024
Founder and Wealth Management Advisor
ARA Wealth Strategies
5-2016
Wealth Management Advisor
Northwestern Mutual
8-2014 - 11-2015
Vice President
The Spartan Group LLC
9-2012 - 7-2014
Senior Associate, Investment Banking
Houlihan Lokey
7-2010 - 9-2012
Associate, Investment Banking
J.P. Morgan
In the press

Media appearances

Black Business Spotlight: ARA Wealth Strategies. Featured in Spokesman-Recorder
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Ryan Brown, Founder & Wealth Management Advisor. Featured in Northwestern Mutual
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Education
2008 - 2010
MBA
Texas McCombs School of Business
1997 - 2001
BS
University of Connecticut
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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