RK
RK

Ryan Klyn

30 Years of Experience
Des Moines, IA
1 DisclosureBrokerSells Insurance

Ryan Klyn is a registered investment advisor at Integrity Alliance, LLC, based in Des Moines, IA, with 30 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 14,148 clients with $2.4B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
457 advisors
Number of Clients
14,148 clients
Average Client Portfolio
$170K average
Assets Under Management
$2.4B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

Integrity Alliance offers investment management through various programs.

Edge Program:

  • Fees include a program fee (up to 0.35% annually), an advisor fee (up to 2.00% annually), and potential third-party sub-advisor fees.

Select Program:

  • Fees range from 1.00% to 2.80% annually on the first $1,000,000, 1.00% to 2.20% on the next $2,000,000, and 0.50% to 1.75% on assets over $3,000,000.
  • A 0.10% trading platform fee is added to the maximum account fee for accounts with the broker-dealer arm.

Fees are assessed on all assets, including cash and money market balances. Margin accounts may incur additional fees. Fees are typically charged quarterly in advance, pro-rated for mid-quarter openings, and adjusted for significant deposits or withdrawals.

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Location

3209 Ingersoll Ave, Ste 210, Des Moines, IA, 50322

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History

Regulatory History (1)
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Customer Dispute
June 1999
Closed-No Action
Other Business ActivitiesSells Insurance

Ryan co-owns a commercial rental property, dedicating minimal time to its management. He also works as an independent insurance agent selling and servicing fixed insurance products, spending about 10-20% of his time on this. Finally, Ryan is the President of Klyn Financial, a DBA for securities sales and service, which takes up significantly more than full-time hours.

Employment History
Current Registrations
Integrity Alliance, LLC
May 2018 - Present · 8 yrs
Integrity Alliance, LLC.
May 2018 - Present · 8 yrs
Integrity Alliance, LLC.Broker
May 2018 - Present · 8 yrs
Previous Registrations
Voya Financial Advisors, INC.Broker
January 2004 - May 2018 · 14 yrs 4 mos
Locust Street Securities, INC.Broker
February 1996 - January 2004 · 7 yrs 11 mos
State Registrations7 states
FLIAMNNDNEORWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.