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Paladin Research Report For:

Ryan Williamson

Horizon Wealth Management

AIF®CFP®
22 Calendar Court
Second Floor
La Grange, IL 60525
708-352-4300

About Ryan Williamson

Since 2000, Ryan has been providing financial guidance driven by the uniqueness of each of his clients. He has found his true passion in helping them create personalized, long term financial strategies built around what is distinctly important to them. As priorities and circumstances evolve and change, so must the strategies Ryan uses to keep his clients on the path towards their financial goals. As a CERTIFIED FINANCIAL PLANNER professional, Ryan adheres to the Code of Ethics adopted by the CFP® Board to ensure that his practice is run ethically, competently, and with full integrity. Ryan's experience is in investment research used in developing asset management strategies employed at Horizon Wealth. By focusing equally on Fundamental, Technical, and Behavioral analysis, Ryan approaches the investment process in an independent, well rounded manner. Due to his strong belief in this method, Ryan obtained the Accredited Investment Fiduciary (AIF®) distinction to reinforce this standard of care. Ryan has believed in giving back to his community since the day he began his practice. From 2009-2012 he was the President of the LaGrange Business Association and he currently serves on the Boards of the Legacy Guild and he recently joined the Board of Trustees at the Chicago Zoological Society (Brookfield Zoo). Ryan is also the author of the book "Drafting Your Financial Quarterback: What You Need to Know When Hiring a Financial Planner." Ryan lives in LaGrange with his wife Jami and their two children Aidan and Alayna.

See Disclosures

General Information

Firm Start Year
  • 1924
CRD#
  • 3262671
Firm CRD#
  • 170255
Years of Experience in Financial Services
  • 24
Number of Years with Current Firm
  • 19
Work with the following types of clients
  • Individual Investors, Non-Profit Organizations, Businesses
Advisory Services Provided
  • Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Wealth Management, Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers

Compliance

Registered Investment Advisor
  • Yes
Registered Representative
  • Yes
Investment Advisor Representative
  • Yes
Acknowledged fiduciary
  • Yes
Compliance Disclosures in Last 5 years
  • I have a clean record
Criminal Disclosures in Last 5 years
  • I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations
  • CFP®, AIF®
Securities Licenses
  • Series 7, Series 66, Series 63, Series 24
Insurance and Annuity Licenses
  • Life, Variable Annuity, Long Term Care, Variable Life

Firm Information

Assets Managed by Advisor
  • $500,000,000

Compensation and Fees

Fee Structure
  • Fee-Based
Minimum Portfolio Size for New Managed Accounts
  • $250,000
Compensation Methods
  • Based on Assets, Hourly
Fee % Based on Assets
  • 1 %
Hourly Rate
  • $150

Education

Bachelor of Arts -

Indiana University
08/1996 -05/2000

Disclosures

PaladinRegistry.com provides referrals to financial professionals of LPL Financial, LLC (LPL). PaladinRegistry.com is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay PaladinRegistry.com cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.


LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/wiseradvisor/wiseradvisor-lpl-detailed-disclosures.pdf

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC. (hyperlink FINRA & SIPC) The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.