Ryan
Dean

Kimery Wealth Management, LLC

CRD#7609207
Investment Advisor
in Memphis, TN

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Ryan Dean is a financial advisor based in Memphis, Tennessee, working with Kimery Wealth Management, LLC. Ryan has previously held positions at Kimery Wealth Management, Sherman Williams, Strategic Financial Partners, University Of Memphis, Christian Brothers High School, Holy Rosary Middle School, and Tiger Scholarship Fund Intern. Ryan has passed the Series 65 regulatory exam and is registered to provide services in Tennessee. Currently, Ryan is part of Kimery Wealth Management, LLC, which operates out of Memphis, Tennessee. The firm has 9 employees and manages assets totaling $329.0 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Kimery Wealth Management, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

6410 Poplar Avenue Suite 100 Tower 2
Memphis, TN 38119

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.

Kimery Wealth Management, LLC Brokerage Details

Total Assets Under Management

$329,000,000

TN Average: $730,596,643
Total Number of Employees

9

TN Average: 15
Total Number of Accounts

1,468

TN Average: 968
Average Account Size

$224,114

TN Average: $754,749

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Ryan Dean Work History

2022 - Present (2 years)

Kimery Wealth Management

2021 - 2021 (< 1 year)

Strategic Financial Partners

2020 - 2022 (2 years)

Sherman Williams

2018 - 2021 (3 years)

University Of Memphis

2018 - 2019 (1 year)

Tiger Scholarship Fund Intern

2015 - 2018 (3 years)

Christian Brothers High School

2013 - 2015 (2 years)

Holy Rosary Middle School

Disclosures

Please visit the SEC profile of Ryan Dean 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 Kimery Wealth Management, LLC

Matthew Heffington
Memphis, TN
Taylor Nobriga
Memphis, TN
Ryan Dean
Memphis, TN
Jonathan Mcalister
Memphis, TN
Ronald Behymer
Memphis, TN
Kevin Kimery
Memphis, TN

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.

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