RK
CFP
RK
CFP

Ryan Lee Kaczmarek

5 Years of Experience
Areas of Practice
Retirement PlanningFinancial Planning & CoachingEducation PlanningEstate PlanningCharitable GivingBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
1,808 clients
Average Client Portfolio
$295K average
Assets Under Management
$533.9M

Fee Structure

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Location

1 Transam Plaza Drive, Suite 230, Oakbrook Terrace, IL, 60181-4285

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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 is the co-trustee for his mother's investment accounts and POA for all her investments and assets, spending a few hours per week on this role. He is also an investment adviser representative with Harvest Investment Services, providing investment advisory services.

Employment History
Current Registrations
Envoy Advisory INC.
June 2024 - Present · 1 yr 8 mos
Harvest Investment Services, LLC
June 2024 - Present · 1 yr 8 mos
Previous Registrations
Paulson Wealth Management INC.
May 2020 - May 2024 · 4 yrs
State Registrations2 states
COIL
Advisor
Exams
No exam information available for this advisor.