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Ryan Colby Howard

Investment Adviser Representative at 626 Financial, LLC

Portage, MICRD #5704424Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
16 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Ryan Colby Howard is an investment adviser representative with 626 Financial, LLC in Portage, MI, where they have been registered since 2021. They have worked in the securities industry since 2010 and have been registered with 4 firms, including LPL Financial LLC and Oppenheimer & Co. Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Michigan and Texas.

Office

7950 Moorsbridge Road, Suite 104
Portage, MI 49024

Advisors at this office: 5

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Michigan, Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 4/3/2014
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 9/30/2009

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

626 Financial, LLCCurrent
3/31/2021 – Portage, MI
LPL Financial LLC
2/22/2018 – 9/16/2021Portage, MI
Oppenheimer & Co. Inc.
4/22/2015 – 2/23/2018Kalamazoo, MI
PNC Investments
4/3/2014 – 4/23/2015Baltimore, MD

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Oppenheimer & Co Inc
    Apr 2015 – Feb 2018Kalamazoo, MI
  2. LPL Financial LLC
    Feb 2018 – Aug 2021Portage, MI
  3. 626 Financial, LLC
    Mar 2021 – no end date reportedPortage, MI

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About 626 Financial, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

In depth planning and dynamic advice, including increasing knowledge, solving problems, and investing wisely.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension Consulting
Firm areas of expertise
Financial PlanningInvestmentAdvisoryWealth Management

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
5
Offices listed on AdvisorFinder:
1
Main office:
Portage, MI
SEC file number:
801-120219

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 18, 2026

View full firm profile

Other advisors at 626 Financial, LLC

4 other advisors in the directory

View 626 Financial, LLC firm profile

Similar advisors in Portage, MI

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Ryan Colby Howard has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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