Ryan Klippel (CRD# 7021941) is an Investment Advisor Representative working at Optas, LLC in San Francisco, CA and has over 3 years of experience in the finance industry. Ryan Klippel 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# 2289402
Polaris Wealth Advisory Group
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Optas, LLC | San Francisco, CA | May 2019 - Current | 3 |
| Wells Fargo Advisors | San Francisco, CA | Sep 2018 - May 2019 | < 1 |
| Kern Segal & Murray | San Francisco, CA | Jun 2017 - Sep 2018 | 1 |
| University Of California Berkeley | Berkeley, CA | Aug 2013 - Jun 2017 | 3 |
| Saint Monica Catholic High School | Santa Monica, CA | May 2009 - Aug 2013 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2019 |
- CA
-
Total Assets Under Management648MILLIONS
-
Total Number of Accounts517ACCOUNTS
-
Average Account Value$1,252,477
- A percentage of assets under your management
- Hourly charges
- 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
- Selection of other advisers (including private fund managers)
CA, NY, TX
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