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Ryan Douglas Parson

Sunlight Peaks Financial Partners, LLC

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About Ryan Douglas Parson

Ryan Parson is a financial advisor with Sunlight Peaks Financial Partners, LLC based in Glenwood Springs, CO. Ryan has been in the industry for more than 20 years and is registered with the state of Arizona, Colorado, Maryland, and Texas. Ryan specializes in providing financial planning and wealth management services to individuals and families. Ryan is also a Certified Financial Planner and a Chartered Financial Consultant. Ryan has a diverse background in business management and real estate investing. Ryan is committed to helping clients achieve their financial goals and objectives.

Firm Information

Ryan Parson is currently registered with Sunlight Peaks Financial Partners, LLC. Sunlight Peaks Financial Partners, LLC is an investment advisor based in [redacted]. The firm offers financial planning and selection of other advisers services. The firm has 3 investment adviser representatives.

Not reported

Assets Under Management

12

Total Clients

3

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.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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Ryan Parson’s Registration & Firm History

CO

10/11/2023 - Present

Sunlight Peaks Financial Partners, LLC (GLENWOOD SPRINGS CO)

AZ

08/23/1999 - 09/13/2012

STATE FARM VP MANAGEMENT CORP. (TEMPE AZ)

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Licenses & Designations

BC

Issued 05/18/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/09/2007

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 10/16/2002

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 08/21/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ryan Douglas Parson.
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