Ryan Walker (CRD# 7445867) is an Investment Advisor Representative working at Prosperity Planning in North Kansas City, MO and has 1 year of experience in the finance industry. Ryan Walker 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.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Prosperity Planning, Inc. | Riverside, MO | Mar 2022 - Current | 2 |
| Nylife Securities LLC | Overland Park, KS | Jan 2022 - Mar 2022 | < 1 |
| New York Life Insurance Company | Overland Park, KS | Nov 2021 - Mar 2022 | < 1 |
| Doordash | Liberty, MO | Dec 2021 - Dec 2021 | < 1 |
| Cerner Corporation | Kansas City, MO | May 2021 - Nov 2021 | < 1 |
| Coxhealth | Springfield, MO | Feb 2020 - May 2021 | 1 |
| Full Time Education | Springfield, MO | Aug 2017 - May 2021 | 3 |
| Bamibno's Italian Resturant | Springfield, MO | Oct 2019 - Feb 2020 | < 1 |
| College Fresh | Springfield, MO | Sep 2018 - Oct 2019 | 1 |
| Universal Studios | Orlando, FL | Jun 2019 - Jul 2019 | < 1 |
| Lowe's Home Improvement | Kansas City, MO | May 2017 - Sep 2018 | 1 |
| Powerplay | Kansas City, MO | Jan 2015 - May 2017 | 2 |
| Full Time Education | Kansas City, MO | Sep 1998 - May 2017 | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2022 |
- MO
- TX
-
Total Assets Under Management417MILLIONS
-
Total Number of Accounts1,211ACCOUNTS
-
Average Account Value$344,104
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CA, CO, FL, KS, MO, TX, WA
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