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portrait of Ryan D Kleiss
FINANCIAL ADVISOR

Ryan D Kleiss

CFP®, ChFC®, CIMA®, WMCP®, ABFP™, CLU®, AAMS™, ADPA™, CRPC™, CRPS™, CSRIC®
Accepting New Clients
Serving clients of all asset levels
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

  • team member image
    Karen Helton
    Sr. Branch Office Administrator

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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

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