Ryan Powers

Home > Financial Advisor Directory > missouri > saint louis

About Ryan Powers

Ryan started his career in the financial services industry in 2007. Ryan brings a passion for serving clients with a comprehensive approach to their wealth management plans. He focuses his practice on high-net-worth individuals who require a sophisticated level of financial, tax and estate planning, ensuring that they're ready for whatever decisions they may face as they journey throughout their financial lives.

Ryan earned a B.S. in Business Economics and Finance from Southern Illinois University Edwardsville. Ryan holds his CERTIFIED FINANCIAL PLANNER designation from Certified Financial Planner Board of Standards, an advanced credential which involves a rigorous course of study followed by a six-hour examination and continuing education requirements.

Ryan and his wife Tara enjoy traveling, hiking, golf and spending time with family, friends and their two dogs.

See Disclosures

General Information

Firm Start Year

1999

No. of Employees

50-99

CRD#

5286074

Firm CRD#

149046

Name of Custodial Firm

Charles Schwab

States Licensed in

MO, IL, FL

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Businesses, Individual Investors, Non-Profit Organizations

Compliance

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®

Securities Licenses

Series 66

Firm Information

Assets Managed by Firm

$1,850,000,000

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

100,000

Compensation Methods

Based on Assets, Flat Fee, Hourly

Education

B.S. - Business Economics and Finance

Southern Illinois University
08/2003 -12/2007

Disclosures

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

https://www.krilogy.com/disclosures/important-disclosures/

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1889581/paladinregistry-Krilogy-detailed-disclosure.html

Paladin Advisors

PaladinRegistry is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. PaladinRegistry matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. PaladinRegistry, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

Paladin Research Report For:

Krilogy