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Ryan Thomas Buskirk

Advisor at Raymond James Financial — Lake Wales, FL

Updated today

Credentials

CFP®, Series 63, Series 65

Experience

22 years

Location

Lake Wales, FL 33853

Raymond James Financial logo

Raymond James Financial

Institution

Total advisors

6,448

Across 2,959 offices

Clients per advisor

77 Low

Avg AUM per client

$700,796 Very High

HNW client ratio

19% Typical

About

Ryan Buskirk is a CFP® professional with 22 years of industry experience, affiliated with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has worked with Raymond James since 2003. Buskirk is the owner of Citrus View Financial and holds leadership roles in Pat Cain Wealth Solutions, both support companies outside typical investment activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary planning using risk profiling and analytical modeling, and is notable for its affiliation with a municipal advisor and specialized advisory programs.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Executive

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Fee options

Fixed

Fixed (flat) dollar fees for planning services offered.

Commissions

Commissions may be charged for transaction-related services through affiliated broker-dealer RJFS; also receive commissions as insurance agent for insurance services.

Project-based

Hourly fees for planning and/or investment consultation services generally up to $400 per hour.

Other

Fee-only: Hourly fees up to $400 per hour; fixed (flat) dollar fees also offered; percentage of assets under advisement fees not to exceed 2.25% annually for investment consulting services; fees negotiable.

Location

See office

Lake Wales, FL

100 East Stuart Avenue

Lake Wales FL 33853

Advisors at this office

2

Most active in

Florida · Texas

Work history

22 years of industry experience

Citrus View Financial

2019 - Present • 7 years

Lake Wales, FL

Pat Cain Wealth Solutions

2010 - Present • 16 years

Lake Wales, FL

RAYMOND James FINANCIAL SERVICES ADVISORS, INC.

2010 - Present • 16 years

Lake Wales, FL

Raymond James Financial Services, inc.

2003 - Present • 23 years

Lake Wales, FL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Ryan L

CFA®, Series 66

Winter Haven, FL

EmeraldSpark Investments

Ryan Layton is a CFA® charterholder and holds a Series 66 license with 13 years of industry experience. He has been the sole advisor at EmeraldSpark Investments since 2015. Ryan is also an adjunct professor and regularly participates in industry conferences and consulting with the CFA Institute. EmeraldSpark Investments provides personalized discretionary investment management and financial planning primarily for individual clients and offers 401(k) plan investment advisement to plan sponsors and participants. The firm combines Modern Portfolio Theory with behavioral finance in its investment process and is known for its educational outreach, including seminars, workshops, and no-cost financial planning services for clients.

Wealth management Cash flow / budgeting
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Christopher P

Series 63, Series 65

West Stuart, FL

Waypoint Strategic Wealth LLC

Christopher Pepin is a financial advisor with Waypoint Strategic Wealth LLC, holding a Series 63 and Series 65 license and bringing 31 years of industry experience. He previously worked at Fidelity Investments and FIDELITY Personal and Workplace Advisors for over a decade. He is also a licensed insurance agent involved in insurance sales and implementing insurance recommendations. Waypoint Strategic Wealth LLC is a small independent firm providing wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm emphasizes long-term, fundamental analysis-based investment decisions with portfolios tailored to client goals, risk tolerance, and time horizon.

Wealth management
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Brian U

Series 65

Winter Haven, FL

Aventail Wealth Management, LLC

Brian Ulch is a financial advisor at Aventail Wealth Management, LLC with 10 years of industry experience. He holds a Series 65 license and has been with Aventail Wealth Management since 2015. In addition to his advisory role, he is a licensed insurance agent in multiple states, working with clients on life, annuity, and long-term care insurance needs. Aventail Wealth Management is a fee-based registered investment adviser serving primarily individual clients, including high-net-worth households. The firm offers discretionary portfolio management, financial planning, and consulting services, using a structured investment approach that incorporates ETFs, mutual funds, and select individual securities guided by a written Investment Policy Statement.

General retirement planning Wealth management Life insurance needs analysis Cash flow / budgeting
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Bryan B

Series 63, Series 65

Winter Haven, FL

IPLAN

Bryan Beamer is a financial advisor at IPLAN with 19 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Cambridge Investment Research Advisors and Ameriprise Financial Services. Beamer is also the owner and consultant of iGive, LLC, a charitable wealth coaching business that advises nonprofit organizations on improving donor participation. IPLAN serves individual and high-net-worth clients, investment companies, charitable organizations, and businesses, offering discretionary portfolio management and financial planning services. The firm utilizes a mostly passive investment approach based on modern portfolio theory, supplemented by cyclical and fundamental analysis, and integrates financial planning with insurance distribution.

College savings (529s, UTMA, etc.) Business sale tax planning Cash flow / budgeting General estate planning guidance General tax planning
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Tyler A

Series 66

Winter Haven, FL

Ingram Advisory Services, LLC

Tyler Anderson is a financial advisor at Ingram Advisory Services, LLC with a Series 66 designation and less than one year of industry experience. Prior to joining the firm, he worked in educational roles at Polk State College and several local schools. Outside of finance, he has been involved with Lawn Sharks since 2019. Ingram Advisory Services provides financial planning, portfolio management, and pension consulting to individuals, retirement plans, trusts, estates, and business entities. The firm uses tailored investment strategies with model portfolios, mutual funds, and ETFs, and serves a high client load with a focus on retirement plan consulting and participant education.

Retirement plans for business owners (SEP, solo 401k) Active portfolio management Options & derivatives strategies Real estate investing
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Kevin A

Series 65

Auburndale, FL

Ashcraft Wealth Advisors LLC

Kevin Ashcraft is a Series 65-registered advisor with Ashcraft Wealth Advisors LLC in Auburndale, FL. He has professional experience in consulting and analytics roles spanning from 2016 to the present. Ashcraft Wealth Advisors provides discretionary portfolio management and financial planning services to individuals, trusts, estates, endowments, corporations, and retirement plans. The firm employs a customized, bottom-up investment approach focused on client-specific asset allocation and diversification, integrating tax and accounting considerations through its affiliation with a CPA practice.

Retirement income strategy General estate planning guidance Annuities Cash flow / budgeting
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