Ryan
Cleary

One Wealth Management

CRD#5710694
Investment Advisor
in Overland Park, KS

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About this Advisor

Ryan Cleary is a financial advisor based in Overland Park, Kansas, working with One Wealth Management. Ryan has previously held positions at Mml Investors Services, LLC, Mass Mutual Life Insurance Company, Guardian Life Insurance Company Of America, Park Avenue Securities, Guardian Life Insurance Company, One Wealth Management Investment And Advisory Services, LLC, and One Wealth Capital Management, LLC. Ryan has passed the Series 63 regulatory exam and is registered to provide services in Arizona and Kansas. Currently, Ryan is part of One Wealth Management, which operates out of Overland Park, Kansas. The firm has 8 offices and 10 employees. The firm manages assets totaling $343.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at One Wealth Management includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Overland Park, KS

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One Wealth Management Brokerage Details

Total Assets Under Management

$343,775,050

KS Average: $1,855,561,029
Total Number of Employees

10

KS Average: 62
Total Number of Accounts

714

KS Average: 2,474
Average Account Size

$481,478

KS Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Ryan Cleary Work History

2024 - Present (0 year)

One Wealth Capital Management, LLC

2023 - Present (1 year)

One Wealth Management Investment And Advisory Services, LLC

2022 - 2023 (1 year)

Guardian Life Insurance Company Of America

2022 - 2023 (1 year)

Park Avenue Securities

2019 - 2022 (3 years)

Guardian Life Insurance Compnay

2019 - 2022 (3 years)

Park Avenue Securities

2018 - 2019 (1 year)

Guardian Life Insurance Company Of America

2018 - 2019 (1 year)

Park Avenue Securities

2012 - 2018 (6 years)

Mml Investors Services, LLC

2012 - 2018 (6 years)

Mass Mutual Life Insurance Company

Disclosures

Please visit the SEC profile of Ryan Cleary 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 One Wealth Management

Timothy Pearce
Miami Beach, FL
Peter Hoopis
Miami Beach, FL
Jeremy Dicker
Phoenix, AZ
Ryan Cleary
Overland Park, KS
Jordan Linn
Miami Beach, FL
Ericka Herrera
Miami Beach, FL
Thomas Hughes
Phoenix, AZ
Brandon Tesar
Miami Beach, FL

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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