Ryan Poage, financial advisor Kansas City MO

Ryan Poage

CRD Number: 2931221
Current Firm: Ryan Poage & Company

Ryan Poage (CRD# 2931221) is an Investment Advisor Representative working at Ryan Poage & Company in Kansas City, MO and has over 23 years of experience in the finance industry. Ryan Poage has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Purshe Kaplan Sterling Investments Albany, NY Jul 2011 - Current 9
Ryan Poage & Company, LLC Kansas City, MO Nov 2006 - Current 14
Securities America Inc. Kansas City, MO Jul 2007 - Jun 2011 3
Securities America Advisors, Inc. Kansas City, MO Jul 2007 - Jun 2011 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1997
Contact Info for Ryan Y. Poage
By the Numbers
  • Total Assets Under Management
    57
    MILLIONS
  • Total Number of Accounts
    578
    ACCOUNTS
  • Average Account Value
    $99,380
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

KS, MO, TX

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