The team you choose matters. The values that guide your work together are the building blocks of a trusting, uplifting relationship.
Intelligent people seek informed insights. You explore options to feel confident about the financial decisions you are making. Krilogy advisors walk alongside our clients, helping you gain clarity about your future and building the wealth plans that reflect who you are and what makes you happy. We are guides, educators, and advocates for your entire financial life.
This approach is rooted in our values-based culture. Values are the soul of our organization and drive our daily actions with clients and each other. We believe in:
-Dedication: Giving relentless effort to dive deep, work hard, and exceed your expectations.
-Abundance: Going beyond the financial plan to guide you to financial independence and well-being.
-Leadership: Sharing informed insights and working as a team to inspire confident decision-making.
Values, in action, build strong relationships based on honesty and trust. They lead to more informed planning and direct a sense of readiness as you face all of life's changes. We take the work and the weight off your shoulders as you consider big decisions such as retirement, selling a business (or buying one), and leaving a legacy for future generations.
Trust allows us to ask thought-provoking questions to advance your financial position. Most importantly, we know what to do with the answers to those questions. The team's knowledge and our extensive use of technology provides data-driven advice to address the unique needs of your plan.
We provide a trusted wealth management partnership to meet your personal, financial and life goals. With your team, you're ready.
General Information |
| Firm Start Year: | 1999 | |
| No.of Employees: | 50-99 | |
| Name of Custodial Firm: | Charles Schwab |
| States Licensed in: | MO, IL, FL |
| Number of Years with Current Firm: | 1 |
| I work with the following types of clients: | Non-Profit Organizations, Individual Investors, Businesses |
Services |
| Investment Types: | Commodities, Stocks, Mutual Funds, Alternative Investments, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Bonds, Socially Responsible Investments (SRI) |
| I can meet clients in the following ways: | At your office, Via Email, Via Phone, At my office, Video Conference, Our Offices |
Firm Information |
| Assets Managed by Firm: | 1,700,000,000 |
Compliance |
| Investment Advisor Representative: | Yes |
| I am an 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 |
Compensation and Fees |
| Fee Structure: | Fee Only |
| Minimum Portfolio Size for New Managed Accounts: | 100,000 |
| Compensation Methods: | Flat Fee, Hourly, Based on Assets |
| B.S. - Business Economics and Finance |
Southern Illinois University - Edwardsville
08/2003-12/2007 |
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.
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Mon. | 8:00 AM - 6:00 PM |
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Tue. | 8:00 AM - 6:00 PM |
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Wed. | 8:00 AM - 6:00 PM |
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Thu. | 8:00 AM - 6:00 PM |
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Fri. | 8:00 AM - 6:00 PM |
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