Ryan Poage & Company

Ryan Poage & Company (CRD# 157432) is a financial advisory firm headquartered in Kansas City, MO. They manage $40,681,679 in 139 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    41
    MILLION
  • Total Number of Accounts
    139
    ACCOUNTS
  • Average Account Value
    $292,674
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

KS, MO, TX

Financial Advisors at Ryan Poage & Company
Showing 1 - 3 of 3 top financial advisors.
1
Ryan Y. Poage
CRD#: 2931221
800 W. 47th Street, Suite 700, Kansas City, MO 64112
96
Wealthminder
score

Ryan Poage (CRD# 2931221) is an Investment Advisor Representative working at Ryan Poage & Company in Kansas City, MO and has over 19 years of experience in the finance industry. Ryan Poage 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.

2
Kristin M. Terranella-Gumina
CRD#: 5018351
800 W. 47th Street, Suite 700, Kansas City, MO 64112
93
Wealthminder
score

Kristin Terranella-Gumina (CRD# 5018351) is an Investment Advisor Representative working at Ryan Poage & Company in Kansas City, MO and has over 8 years of experience in the finance industry.

3
Jordan W. Lambert
CRD#: 6152240
800 W. 47th Street, Suite 700, Kansas City, MO 64112
90
Wealthminder
score

Jordan Lambert (CRD# 6152240) is an Investment Advisor Representative working at Ryan Poage & Company in Kansas City, MO and has over 3 years of experience in the finance industry.

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