Ryan Chiaverini (CRD# 5792569) is an Investment Advisor Representative working at Meritage Portfolio Management, Inc. in Overland Park, KS and has over 13 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Meritage Portfolio Management, Inc. | Overland Park, KS | Sep 2017 - Current | 6 |
| Creative Planning | Leawood, KS | Jan 2017 - Sep 2017 | < 1 |
| Demarche Associates, Inc. | Overland Park, KS | Oct 2012 - Dec 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2010 |
| S63 | Uniform Securities State Law Examination | Oct 2013 |
- KS
-
Total Assets Under Management2,369MILLIONS
-
Total Number of Accounts1,493ACCOUNTS
-
Average Account Value$1,586,845
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AZ, CA, CO, FL, GA, IL, KS, LA, MA, MD, ME, MO, NC, NY, OH, OR, RI, TX
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