Ryan Kleiss, Financial Advisor located in Arthur, IL

Financial Advisor
Ryan D Kleiss

MBA, CFP®, ChFC®, CIMA®, CLU®, WMCP®, ABFP®, AAMS®, ADPA®, CRPC™, AWMA®, SE-AWMA®, CRPS™, CKA®, CSRIC®
250 S Vine St Suite A, Arthur, IL 61911opens in a new window
CallSend Me a Message

Focus Areas

  • Values and Faith Based Investing
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Healthcare Professionals
  • NIL & College Athletes

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • ChFC®

    Chartered Financial Consultant®

  • CIMA®

    Certified Investment Management Analyst®

  • CLU®

    Chartered Life Underwriter®

  • WMCP®

    Wealth Management Certified Professional®

  • ABFP®

    Accredited Behavioral Finance Professional™

  • AAMS®

    Accredited Asset Management Specialist™

  • ADPA®

    Accredited Domestic Partnership Advisor™

  • CRPC™

    Chartered Retirement Planning Counselor™

  • AWMA®

    Accredited Wealth Management Advisor™

  • SE-AWMA®

    Sports and Entertainment Accredited Wealth Management Advisor™

  • CRPS™

    Chartered Retirement Plans Specialist™

  • CKA®

    Certified Kingdom Advisor®

  • CSRIC®

    Chartered SRI Counselor™

Personal Interests

  • Golfing
  • Personal Fitness
  • Reading
  • Sports Enthusiast
  • Motorcycles

Team Members

  • Karen Helton
    Sr. Branch Office Administrator

Send Me a Message

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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

Phone

(217) 928-1058

Fax

(888) 236-6172

Office Address

250 S Vine St Suite A
Arthur, IL 61911opens in a new window

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