Ryan Weise is a CFP-designated registered investment advisor at Kestra Advisory Services, LLC, based in Baton Rouge, LA, 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 Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 117,403 clients with $80B 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% |
Asset-based fees range up to 2.5% of assets under management and are negotiable based on account size, registration type, and services provided.
Fee Estimator
Location
6421 Perkins Rd., Building C, Suite B, Baton Rouge, LA, 70808
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Ryan works as a financial advisor at Centura Advisors, providing financial advice, planning, and trading activities. This investment-related role takes about a quarter of his time.
Employment History
Current Registrations
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
Previous Registrations
Cetera Investment Services LLCBroker
Cetera Investment Advisers LLC
Hancock Whitney Investment Services INC.Broker
Hancock Whitney Investment Services INC.
Edward Jones
Edward JonesBroker
Capital One Financial Advisors LLC
Capital One Investment Services LLCBroker
Capital One Investments, LLCBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations10 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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