RK
ChFC
RK
ChFC

Ryan Kirby

23 Years of Experience
Kansas City, MO
1 DisclosureBroker

Ryan Kirby is a ChFC-designated registered investment advisor at Edward Jones, based in Kansas City, MO, with 23 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 4,069,320 clients with $1000B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24113 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...

Location

800 W 47th St Suite 711, Kansas City, MO, 64112

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2022
Denied
Employment History
Current Registrations
Edward JonesBroker
June 2013 - Present · 13 yrs 4 mos
Edward Jones
June 2013 - Present · 13 yrs 4 mos
Previous Registrations
National Pension & Group Consultants, INC.
May 2008 - June 2013 · 5 yrs 1 mo
Retirement Income Advisors, LLC
February 2008 - May 2008 · 3 mos
Ftj Fundchoice, LLC
February 2007 - May 2008 · 1 yr 3 mos
National Pension & Group Consultants, INCBroker
January 2007 - June 2013 · 6 yrs 5 mos
VALIC Financial Advisors, INC.
September 2004 - January 2007 · 2 yrs 4 mos
VALIC Financial Advisors, INC.Broker
September 2004 - January 2007 · 2 yrs 4 mos
Morgan Stanley
February 2003 - May 2004 · 1 yr 3 mos
Morgan Stanley Dw INC.Broker
February 2003 - May 2004 · 1 yr 3 mos
State Registrations17 states
ARAZCACOFLGAKSMONENJNYORSCTXUTVAWA
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.
More Advisors