

FINANCIAL ADVISOR
CallSend Me a MessageRyan D Kleiss
CFP®, ChFC®, CIMA®, WMCP®, ABFP™, CLU®, AAMS™, ADPA™, CRPC™, CRPS™, CSRIC®
Accepting New Clients
Serving clients of all asset levels
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 HeltonSr. Branch Office Administrator
Request a Consultation
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All Fields RequiredOffice Information
Hours
Weekday | Availability |
---|---|
Mon | By Appointment Only |
Mon | By Appointment Only |
Tue | By Appointment Only |
Tue | By Appointment Only |
Wed | By Appointment Only |
Wed | By Appointment Only |
Thu | By Appointment Only |
Thu | By Appointment Only |
Fri | By Appointment Only |
Fri | By Appointment Only |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | By Appointment Only |
Mon | By Appointment Only |
Tue | By Appointment Only |
Tue | By Appointment Only |
Wed | By Appointment Only |
Wed | By Appointment Only |
Thu | By Appointment Only |
Thu | By Appointment Only |
Fri | By Appointment Only |
Fri | By Appointment Only |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Additional Hours
- Evenings
- Web Conferencing
Additional Hours
- Evenings
- Web Conferencing
Phone
(217) 928-1058Fax
(888) 236-6172Office Address
250 S Vine St Suite AArthur, IL 61911opens in a new window
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