Ryan Presley

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About Ryan Presley

I've been the President of Presley Wealth Management since 2009 and have been working as a financial advisor in the Ft Smith area since 2000. I believe in taking an educational approach with clients to help you understand the investments you own and how they fit your goals and objectives. The focus of my practice is investment management, retirement planning, income solutions during retirement and wealth transfer planning.

I've been married to my wife Carey since 1998 and we have two children Jace and Laney. We are an active sports family and most of our free time has been spent traveling the country for their sporting events. I'm also an avid Arkansas Razorback fan in all sports.

See Disclosures

General Information

Firm Start Year

1989

No. of Employees

CRD#

4040458

Firm CRD#

6413

Insurance License#

194564

States Licensed in

AR, OK, TX, MO, CA, FL, VA

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, Wealth Management

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 65, Series 63, Series 24, Series 7, Series 66

Insurance and Annuity Licenses

Variable Life, Long Term Care, Variable Annuity, Life, Annuity

Firm Information

Assets Managed by Firm

1,163,000,000,000

Assets Managed by Advisor

30,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$25,000

Compensation Methods

Flat Fee, Commissions

Fee % Based on Assets

Minimum Fee Charged for Managed Accounts

Minimum Fee Charged for Hourly Planning Accounts

Education

Bachelor's of Business Administration - Finance

University of Central Arkansas
09/01/1993 -05/30/1998

Disclosures

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Disclaimer

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