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Ryan Timothy Rippy

Synergy Asset Management, LLC

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About Ryan Timothy Rippy

Ryan Timothy Rippy is an investment advisor representative associated with Synergy Asset Management, LLC. Ryan has been in the industry since 2012 and has a Series 65 license. Ryan has worked for several firms over the years including Equity Advisor Services and The Entrust Group. Ryan's specializations include portfolio management for individuals, portfolio management for pooled investment vehicles, and financial planning. Ryan has also been working at Synergy Asset Management, LLC since 2018.

Firm Information

Ryan Rippy is currently registered with Synergy Asset Management, LLC. Synergy Asset Management, LLC is an investment advisor based in Vancouver, WA, with approximately $823.7 million in regulatory assets under management. The firm provides financial planning, pension consulting, portfolio management for individuals, and portfolio management for pooled investment vehicles. They also offer other services, including signal provider and sub-adviser. Synergy Asset Management primarily serves high-net-worth individuals, other investment advisors, and individuals other than high-net-worth.
Synergy Asset Management, LLC

13215 SE MILL PLAIN BLVD

VANCOUVER, WA 98684

$823.71M

Assets Under Management

Not reported

Total Clients

8

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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.

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signal provider; sub-adviser

Signal provider; sub-adviser

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Ryan Rippy’s Registration & Firm History

AZ

05/06/2024 - Present

Synergy Asset Management, LLC (Payson AZ)

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Licenses & Designations

IA

Issued 04/05/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ryan Timothy Rippy.
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