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Ryan Michael Allen

Financial Advisory Corp.

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About Ryan Michael Allen

Ryan Michael Allen is a financial advisor with Financial Advisory Corp. based in Grand Rapids, MI. Ryan has been in the financial industry since 2013. Ryan holds the Series 7 and Series 63 securities licenses, as well as the SIE exam. Ryan is also a Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). Ryan has a strong track record of providing financial advice to individuals, families, and businesses. Ryan specializes in providing financial planning, portfolio management, and retirement planning services. Ryan has experience working with clients in a variety of industries and has a deep understanding of the financial markets. Ryan is committed to providing his clients with personalized financial advice that meets their unique needs and goals.

Firm Information

Ryan Allen is currently registered with Financial Advisory Corp.. Financial Advisory Corp. is a Registered Investment Adviser based in GRAND RAPIDS, MI with approximately $913,274,779 in regulatory assets under management. The firm provides financial planning, portfolio management for businesses, and portfolio management for individuals. They serve high-net-worth individuals, charitable organizations, corporations or other businesses, pension and profit-sharing plans, and individuals other than high-net-worth.
Financial Advisory Corp.

4251 CASCADE ROAD S.E.

GRAND RAPIDS, MI 49546

$913.27M

Assets Under Management

18

Total Clients

6

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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fixed fees

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

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percentage of assets

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

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other

Combination of assets under management, net worth, and base fee.

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Ryan Allen’s Registration & Firm History

MI

04/16/2020 - Present

Financial Advisory Corp. (GRAND RAPIDS MI)

MI

12/24/2013 - 05/29/2015

RIM SECURITIES LLC (GRAND RAPIDS MI)

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Licenses & Designations

BC

Issued 12/30/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/29/2015

SIE - Securities Industry Essentials Examination

BC

Issued 12/17/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ryan Michael Allen.
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