Ryan Mclaughlin
Ryan Mclaughlin is a registered investment advisor at Westward Investment Advisory, based in Prairie Village, KS, with 13 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 15 clients with $490M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $15.0M | 0.40% |
| $15.0M - $25.0M | 0.35% |
| $25.0M - $50.0M | 0.30% |
| $50M+ | 0.30% |
Fees are negotiable for accounts over $50,000,000.
Fee Estimator
Location
4200 W. 83rd Street, Suite 200, Prairie Village, KS, 66208
Get directionsHistory
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 ActivitiesSells Insurance
Ryan is the President of U.S. Lacrosse Great Plains Chapter, dedicating minimal time. He is also an Assistant Head Coach for Rockhurst High School La Crosse, spending about 10-20% of his time. Additionally, Ryan is an Investment Adviser with Westward Investment Advisory and President of KBA Insurance, where he spends full-time selling insurance policies to banks and bank holding companies.
Employment History
Current Registrations
Westward Investment Advisory
Previous Registrations
Mcliney and Company
Mcliney and CompanyBroker
Central States Capital Markets, LLC
Central States Capital Markets, LLCBroker
State Registrations1 state
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.