financial advisor profile background image
portrait of Ryan D Kleiss
FINANCIAL ADVISOR

Ryan D Kleiss

CFP®, ChFC®, CIMA®, WMCP®, ABFP™, CLU®, AAMS™, ADPA™, CRPC™, CRPS™, CSRIC®
Client by Referral
Serving clients with $250,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Socially Conscious Investing
  • Intergenerational Planning

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • ChFC®

    Chartered Financial Consultant®
  • CIMA®

    Certified Investment Management Analyst®
  • WMCP®

    Wealth Management Certified Professional®
  • ABFP™

    Accredited Behavioral Finance Professional™
  • CLU®

    Chartered Life Underwriter®
  • AAMS™

    Accredited Asset Management Specialist™
  • ADPA™

    Accredited Domestic Partnership Advisor™
  • CRPC™

    Chartered Retirement Planning Counselor™
  • CRPS™

    Chartered Retirement Plans Specialist™
  • CSRIC®

    Chartered SRI Counselor™

Personal Interests

  • Golfing
  • Baseball
  • Spending Time with Family
  • Active Lifestyle
  • Personal Fitness

Team Members

  • Karen Helton
    Sr. Branch Office Administrator

Send Me a Message

* Required field
How can we support you?
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

Office Information

Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

For information about how Edward Jones uses and protects your data, visit our Privacy and Security page:

https://www.edwardjones.com/us-en/privacy 

Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More