Ryan
Poage

Ryan Poage & Co

CRD#2931221
Investment Advisor
in Kansas City, MO
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About this Advisor

Ryan Poage is a certified financial planner based out of Kansas City, Missouri, with 12 years of experience as a financial advisor. Poage is an advisor for Ryan Poage & Co. During their career, Poage has held roles at Ryan Poage & Co., LLC, Securities America Inc, Securities America Advisors, Inc and Purshe Kaplan Sterling Investments. Poage holds a Series 63 license, designating them as a securities broker, and is able to operate in Kansas, Texas and Missouri. Ryan Poage & Co is a financial advisory business that has its headquarters in Kansas City, Missouri.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

12 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

800 W. 47Th Street Suite 700
Kansas City, MO 64112

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Ryan Poage & Co Brokerage Details

Total Assets Under Management

$49,536,412

MO Average: $11,469,110,461
Total Number of Employees

3

MO Average: 458
Total Number of Accounts

517

MO Average: 33,415
Average Account Size

$95,815

MO Average: $343,232

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Investment Advisory Services

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

Ryan Poage Work History

Ryan has 12 years of experience.

2011 - Present (8 years)

Purshe Kaplan Sterling Investments

2006 - Present (13 years)

Ryan Poage & Co., LLC

2007 - 2011 (4 years)

Securities America Inc

2007 - 2011 (4 years)

Securities America Advisors, Inc

Disclosures

Ryan Poage has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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