Ryan Kleiss (CRD# 4138316) is an Investment Advisor Representative working at Edward Jones in Arthur, IL and has over 7 years of experience in the finance industry.
CRD# 5638945
Ameriprise Financial Services, LLC
CRD# 2690140
Lpl Financial LLC
CRD# 3238945
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St. Louis, MO | Apr 2016 - Current | 8 |
| American Century Investment Services, Inc. | Kansas City, MO | Aug 2014 - Mar 2016 | 1 |
| Pacific Select Distributors Inc. | Newport Beach, CA | Oct 2012 - Jul 2014 | 1 |
| Pacific Life Insurance Company | Omaha, NE | Sep 2012 - Jul 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2016 |
- IL
- TX
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
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Average Account Value$145,755
- A percentage of assets under your management
- Other
- 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)
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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