Ryan Williamson

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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.

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General Information

Firm Start Year

1924

CRD#

3262671

Firm CRD#

170255

Years of Experience in Financial Services

Number of Years with Current Firm

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

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

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

Hourly Rate

$150

Education

Bachelor of Arts -

Indiana University
08/1996 -05/2000

Disclosures

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Additional Detailed Disclosures

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Paladin Research Report For:

Horizon Wealth Management