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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Munroe is a financial advisor with Creative Planning, a firm with a strong reputation in the industry. Ryan has been in the financial services industry since 2012 and has experience working with a variety of clients including individuals, corporations, and charitable organizations. Ryan holds the Series 66, Series 7, and SIE licenses. Ryan is a Certified Financial Planner and is committed to providing personalized financial advice that meets each client's unique needs.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
KS
09/01/2023 - Present
Creative Planning (OVERLAND PARK KS)
AZ
08/13/2018 - 09/24/2019
J.P. MORGAN SECURITIES LLC (SCOTTSDALE AZ)
CO
05/18/2017 - 05/11/2018
JANUS HENDERSON DISTRIBUTORS (DENVER CO)
AZ
02/14/2013 - 05/04/2017
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (TEMPE AZ)
CO
09/24/2012 - 11/01/2012
LOCKTON FINANCIAL ADVISORS, LLC (DENVER CO)
BOTH
Issued 01/14/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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