Ryan Munroe (CRD# 5974611) is an Investment Advisor Representative working at Creative Planning in La Mesa, CA and has over 11 years of experience in the finance industry. Ryan Munroe 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# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Creative Planning, LLC | La Mesa, CA | Dec 2021 - Current | 2 |
| Reilly Financial Advisors, LLC | Le Mesa, CA | May 2021 - Dec 2021 | < 1 |
| Versant Capital Management, Inc. | Phoenix, AZ | Sep 2019 - May 2021 | 1 |
| Jpmorgan Chase Bank Na | Scottsdale, AZ | Jun 2018 - Sep 2019 | 1 |
| Jpmorgan Securities LLC | Scottsdale, AZ | Jun 2018 - Sep 2019 | 1 |
| Janus Distributors LLC | Denver, CO | May 2017 - May 2018 | 1 |
| Janus Management Holdings Corp. | Denver, CO | May 2017 - May 2018 | 1 |
| Tiaa-cref Individual & Institutional Services, LLC | Tempe, AZ | Jan 2013 - May 2017 | 4 |
| Tiaa | Tempe, AZ | Jan 2013 - May 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2013 |
- CA
- TX
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Total Assets Under Management175,272MILLIONS
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Total Number of Accounts234,298ACCOUNTS
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Average Account Value$748,072
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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