RP
CFP
RP
CFP

Ryan Poage

27 Years of Experience
Kansas City, MO
BrokerSells Insurance

Ryan Poage is a CFP-designated registered investment advisor, based in Kansas City, MO, with 27 years of industry experience.

Location

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

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Ryan is involved in fixed insurance sales through Ryan Poage & Co., dedicating minimal time. He is also the president of Ryan Poage & Co., an RIA, overseeing investment management and financial planning, which takes nearly full-time.

Employment History
Current Registrations
Ryan Poage & CO.
July 2011 - Present · 14 yrs 10 mos
Purshe Kaplan Sterling InvestmentsBroker
July 2011 - Present · 14 yrs 10 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
June 2011 - June 2011 · 0 mos
Securities America Advisors, INC.
July 2007 - June 2011 · 3 yrs 11 mos
Securities America, INC.Broker
July 2007 - June 2011 · 3 yrs 11 mos
A. G. Edwards & Sons, INC.Broker
February 2002 - July 2007 · 5 yrs 5 mos
Edward JonesBroker
November 1999 - February 2002 · 2 yrs 3 mos
Umb Scout Brokerage Services, INC.Broker
May 1999 - October 1999 · 5 mos
Labrunerie Financial Services, INC.Broker
August 1997 - April 1998 · 8 mos
State Registrations10 states
AZCOFLILKSMIMOMTTXVA
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.
Ryan Poage - Financial Advisor | TrueAdvisor