Melissa
Ryan

Aspyre Wealth Partners

CRD#4641984
Investment Advisor
in Overland Park, KS

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Melissa Ryan is a financial advisor who works in Overland Park, Kansas with 9 years of relevant experience. Ryan is on the advisory team at Aspyre Wealth Partners. During their career, the advisor has held roles at Khc Wealth Management and Usd #396 Douglass School District. Ryan has a Series 65 license, designating them as an investment advisor representative, and can work in Kansas. Aspyre Wealth Partners is a financial advisory company operating out of Overland Park, KS. It has a total of 14 employees. It oversees $468 million in total assets among its 1,405 client accounts, making it one of the bigger investment advisory firms in the United States by assets under management. Of its 1,405 client accounts, 57% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The business has a few services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. Financial advisory fees are based on which services are offered. Fee types billed by Aspyre Wealth Partners can include any combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 65

Years Registered*

9 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

10000 College Blvd., Suite 260
Overland Park, KS 66210

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Aspyre Wealth Partners Brokerage Details

Total Assets Under Management

$468,355,301

KS Average: $2,243,162,756
Total Number of Employees

14

KS Average: 44
Total Number of Accounts

1,405

KS Average: 4,091
Average Account Size

$333,349

KS Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Melissa Ryan Work History

Melissa has been registered as a financial advisor for 9 years.*

2013 - Present (11 years)

Khc Wealth Management

2009 - 2013 (4 years)

Usd #396 Douglass School District

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Melissa Ryan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Aspyre Wealth Partners

Matthew Schlossman
Manhattan, KS
Lucas Bucl
Overland Park, KS
Melissa Ryan
Overland Park, KS
Jessi Chadd
Overland Park, KS
Jamie Bosse
Overland Park, KS
Joni Lindquist
Overland Park, KS
Tyler Eckert
Overland Park, KS
Stewart Koesten
Overland Park, KS

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started