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Ryan Smarr

14 Years of Experience
Shawnee, KS
Broker

Ryan Smarr is a registered investment advisor at Allstate Financial Advisors, LLC, based in Shawnee, KS, with 14 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 280 clients with $82M in assets under management.

Compensation
N/A
Firm Size
336 advisors
Number of Clients
280 clients
Average Client Portfolio
$293K average
Assets Under Management
$82.0M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)

Allstate Financial Advisors (AFA) uses Fidelity Institutional Wealth Adviser's (FIWA) FMAX wrap fee program. The fee covers investment advice and trading costs, based on a percentage of the assets managed, up to 1.5%. AFA receives part of this fee, creating a potential conflict of interest. Clients should compare the FMAX program's overall cost and service with other options, including brokerage accounts and other advisor programs.

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Location

19705 W 65th Ter, Shawnee, KS, 66218-9308

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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 Activities

Ryan owns a vacation home that is occasionally rented out. This activity requires minimal time and is not investment-related.

Employment History
Current Registrations
Allstate Financial Services, LLCBroker
December 2019 - Present · 6 yrs 5 mos
Allstate Financial Advisors, LLC
December 2019 - Present · 6 yrs 5 mos
Previous Registrations
Communityamerica Financial Solutions, LLC
February 2017 - September 2019 · 2 yrs 7 mos
Communityamerica Financial Solutions, LLCBroker
December 2016 - September 2019 · 2 yrs 9 mos
Fbl Marketing Services, LLCBroker
March 2012 - December 2016 · 4 yrs 9 mos
Ing Financial Partners, INC
August 2011 - February 2012 · 6 mos
Ing Financial Partners, INC.Broker
June 2011 - February 2012 · 8 mos
Princor Financial Services CorporationBroker
November 2001 - April 2002 · 5 mos
State Registrations17 states
ALARAZCACOIAILINKSMIMONENMSCSDTXWA
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 Smarr - Financial Advisor | TrueAdvisor