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Ryan Lightfoot

14 Years of Experience
Clayton, MO
Broker

Ryan Lightfoot is a registered investment advisor at &partners, based in Clayton, MO, with 14 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 32,200 clients with $14B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
459 advisors
Number of Clients
32,200 clients
Average Client Portfolio
$439K average
Assets Under Management
$14.1B

Fee Structure

&Partners offers investment management through various advisory programs. Fees are negotiable and can be a percentage of assets under management or a flat annual fee. The &Partners Advisory Program uses Envestnet's platform and may include proprietary strategies with additional fees. The Third Party Advisor Investment Management Program involves engaging a third-party investment manager. Fees vary depending on the program and options chosen.

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Location

7701 Forsyth Blvd., 8th Floor, Clayton, MO, 63105

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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 works as a subcontractor assisting in flooring installations, dedicating minimal time. He also serves on the finance committee for Friendship Baptist Church and is a board member for East Texas Vida Nueva, both requiring minimal time commitments.

Employment History
Current Registrations
&partnersBroker
June 2024 - Present · 1 yr 11 mos
&partners
June 2024 - Present · 1 yr 11 mos
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
April 2022 - July 2024 · 2 yrs 3 mos
Wells Fargo Advisors
April 2022 - July 2024 · 2 yrs 3 mos
Wells Fargo Clearing Services, LLC
October 2011 - April 2022 · 10 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
October 2011 - April 2022 · 10 yrs 6 mos
State Registrations8 states
ARCACOLAMOTXVAWA
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 Lightfoot - Financial Advisor | TrueAdvisor