Ryan Kelley is a registered investment advisor at LPL Financial LLC, based in Toledo, OH, with 27 years of industry experience. Ryan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
607 Monroe St., Toledo, OH, 43604-5909
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2007Other Business Activities
Ryan operates his LPL business under the name The Retirement Group, LLC, dedicating all of his time to it. He also works as a property manager for his condo association, spending about 10-20% of his time, and as a fitness instructor at the YMCA for a few hours per week.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations18 states
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
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