portrait of Ryan D Kleiss
FINANCIAL ADVISOR

Ryan D Kleiss

CFP®, ChFC®, CIMA®, WMCP®, ABFP™, CLU®, AAMS™, ADPA™, CRPC™, CRPS™, CSRIC®, CKA®
250 S Vine St Suite A, Arthur, IL 61911opens in a new window
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

Focus Areas

  • Values and Faith Based Investing
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Wealth Strategies
  • Healthcare Professionals

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™
  • CKA®

    Certified Kingdom Advisor®

Personal Interests

  • Golfing
  • Baseball
  • Spending Time with Family
  • Active Lifestyle
  • Board Games

Team Members

  • Karen Helton
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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