portrait of Ryan D Kleiss

Ryan D Kleiss

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


  • 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

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Office Information


Office Hours
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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