Ryan Kidd
Ryan Kidd received his bachelor's degree in Business Administration, a master's degree in Counseling and a Certificate in Retirement Planning from Wharton. In addition to education, he holds Series 7, 66 and 24 registrations through LPL Financial and Life and Health licenses. His dedication and success in the financial service industry has led to many awards. His dedication to his clients has led him to author his first book "The Art of Retiring Whole", a non-financial guide to retiring with purpose, productivity and endless possibilities.
Our Team
Aaron Montez, Senior Partner with Validus Financial Associates, chose to be a financial professional as his desired profession early in life. After graduating with a finance degree from Arizona State University, Aaron was able to grow a client base helping individuals and business owners with their financial, education and retirement planning, estate planning strategies, and business succession planning. As a benefit to his clients Aaron sought and received a Certificate in Retirement Planning from Wharton School and holds Series 7, 63, 65 and 24 registrations as well as Life and Health Licenses.
Andy St. John, has earned the CERTIFIED FINANCIAL PLANNER professional certification and is with Validus Financial Associates. As a full time ASU student, Andy also worked full time as assistant superintendent for a custom home builder in Paradise Valley AZ. He started his financial planning career with AXA Advisors after graduating from Arizona State University with bachelors of Science in Global Business in 2008. Andy spent two years of his financial planning career helping a Certified Public Accounting firm in Scottsdale Arizona develop their financial planning practice. Andy gained valuable experience coordinating tax reduction strategies with financial planning techniques. As Assistant Agency Manager of the Southwest Branch from 2012 to 2016, Andy administered the new advisor training and development program for Arizona, New Mexico and Nevada.
1926
LPL Financial
AZ
8
Businesses, Individual Investors
Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Planning for Businesses, Financial Planning for Individuals
Annuity, Health, Life, Variable Annuity, Long Term Care, Variable Life, Disability
Mutual Funds, Options & Futures, Bonds, Stocks, Annuities, Commodities, Alternative Investments
Email, Phone, Our Office, Video Conference
Fee-Based
$100,000
Based on Assets
350,000,000
Yes
WiserAdvisor provides referrals to financial professionals of LPL Financial, LLC (LPL). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
LPL ADV 2A
https://www.lpl.com/content/dam/edam/format/disclosure/a58.pdf
Additional Detailed Disclosures
https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf
LPL WiserAdvisor Cash Solicitor Disclosure
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. https://www.finra.org/ https://www.sipc.org/ The LPL Financial registered representatives associated with this website 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.
