Ryan Diepstra

About Ryan Diepstra

Centennial Securities is a community service-focused, locally owned investment firm with strong Midwestern values. Since the day our doors opened in 1978, we have and will continue to recognize that it’s not prudent to take a “one size fits all” approach to investing. In an industry with more products than Amazon, it’s my job to filter investments and make recommendations that are in the best interest of each unique client. Once a portfolio is constructed, the account is continually monitored to ensure it is on track to meet the end goals. My relationship with clients is founded on a time-honored and proven philosophy: TRUST. The core components of this philosophy are transparency, reliability, understanding, service, and time. My business philosophy and value proposition has everything to do with goals-based planning as a basis for all recommendations. Once a properly allocated portfolio is constructed in the best interest of the client, it’s monitored on a daily basis with software to make sure each account is on track to meet its distinctive overall purpose. I’m currently accepting new clients and appreciate your referrals. I welcome the opportunity to meet with you to learn about your specific situation and explore whether I can be of benefit to you. Please contact me by email at r•••@centennialsec.com or by phone at (61••••••80.

Experience

1. Managing Director of Sales and Senior Financial Advisor

   Centennial Securities

   Jan 2023 — Present · Grand Rapids, MI, US

Education

• The Wharton School

  CRCP

  2008 — 2010

• Calvin University

  BA, Business

  1999 — 2003

Skills

• Securities
• Finance
• Stocks
• Cds
• Mutual Funds
• Institutional
• Registered Investment Advisor
• Structured Products
• Trading
• Uits
• Personal Financial Planning
• Etfs
• College Savings Plans
• Treasury Bills, Notes, and Bonds
• Investments
• Tax Free Municipal Bonds
• Corporate Bonds
• Fixed Income
• Portfolio Management
• Financial Planning
• Tips