Ryan
Klippel
Optas, LLC
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About this Advisor
Ryan Klippel is a financial advisor based in Austin, Texas, working with Optas, LLC. Ryan has previously held positions at Optas, LLC, Wells Fargo Advisors, Kern Segal & Murray, and the University of California Berkeley. Ryan has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Ryan is part of Optas, LLC, which operates out of Austin, Texas. The firm has 7 employees and manages assets totaling $633.7 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Optas, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Optas, LLC Brokerage Details
$633,669,504
7
602
$1,052,607
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Ryan Klippel Work History
Optas, LLC
Wells Fargo Advisors
Kern Segal & Murray
University Of California Berkeley
Disclosures
Please visit the SEC profile of Ryan Klippel 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 Optas, LLC
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
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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