Ryan Metzler, financial advisor Leawood KS
93 score

Ryan Metzler

CRD Number: 6143073
Current Firm: Creative Planning

Ryan Metzler (CRD# 6143073) is an Investment Advisor Representative working at Creative Planning in Leawood, KS and has over 5 years of experience in the finance industry. Ryan Metzler 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.

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Professional Designations
Company Name Location Dates Years
Creative Planning Roseville, CA Apr 2017 - Current 1
Fidelity Investments Larkspur, CA Nov 2012 - Feb 2017 4
St. Jude Medical Plano, TX Oct 2008 - Nov 2012 4
Cork Wine Bar Dallas, TX Jun 2008 - Nov 2008 < 1
University Of Texas At Dallas Richardson, TX Aug 2006 - May 2008 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2013
S66 NASAA Uniform Combined State Law Examination Apr 2014
Contact Info for Ryan M. Metzler
Phone Number: (866) 909-5148
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    32,017
    MILLIONS
  • Total Number of Accounts
    75,991
    ACCOUNTS
  • Average Account Value
    $421,329
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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