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John ryan Dellosa Planas

Cassady Wealth & Retirement Planning LLC

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About John ryan Dellosa Planas

John Ryan Planas is an investment advisor representative at Cassady Wealth & Retirement Planning LLC, with offices in Las Vegas and Henderson, NV. John Ryan has been working in the financial services industry since 2015. John Ryan holds Series 6, 63, and 65 licenses and is registered to provide investment advice in Nevada and Texas. John Ryan specializes in providing financial planning, investment management and selection of other advisors.

Firm Information

John ryan Planas is currently registered with Cassady Wealth & Retirement Planning LLC. Cassady Wealth & Retirement Planning LLC is a registered investment advisor based in Henderson, NV. The firm provides financial planning and portfolio management services to individuals and high-net-worth individuals. Cassady Wealth & Retirement Planning LLC manages approximately $155.8 million in assets. The firm has 6 licensed agents and 6 investment advisor representatives.
Cassady Wealth & Retirement Planning LLC

2400 W HORIZON RIDGE PKWY

HENDERSON, NV 89052

$155.77M

Assets Under Management

5

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John ryan Planas’s Registration & Firm History

NV

01/30/2024 - Present

Cassady Wealth & Retirement Planning LLC (Las Vegas NV)

NV

07/01/2020 - 07/15/2022

CAMBRIDGE INVESTMENT RESEARCH, INC. (Las Vegas NV)

NV

09/25/2019 - 07/15/2020

PARK AVENUE SECURITIES LLC (LAS VEGAS NV)

NV

07/06/2017 - 01/29/2018

NYLIFE SECURITIES LLC (LAS VEGAS NV)

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Licenses & Designations

IA

Issued 06/28/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/15/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/29/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/05/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John ryan Dellosa Planas.
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