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Ryan Thomas McClung

Crossroads Wealth Planning

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About Ryan Thomas McClung

Ryan McClung is a financial advisor at Crossroads Wealth Planning. Ryan has been working in the financial industry for over 20 years and is a Certified Financial Planner. Ryan also works as a Certified Public Accountant at Troy Reichlein CPA LLC. Ryan holds a Series 65 license. Ryan works with individuals, families and small businesses.

Firm Information

Ryan McClung is currently registered with Crossroads Wealth Planning. Crossroads Wealth Planning is an investment advisor that offers financial planning services. They have one investment advisor representative.

Not reported

Assets Under Management

6

Total Clients

1

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.

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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Ryan McClung’s Registration & Firm History

OR

03/18/2022 - Present

Crossroads Wealth Planning (TUALATIN OR)

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Licenses & Designations

IA

Issued 04/04/2008

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ryan Thomas McClung.
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