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Ryan Thomas Johnson

Advisor at Cambridge Investment Research Advisors — Paola, KS

Updated today

Credentials

Series 63, Series 65

Experience

27 years

Location

Paola, KS

Cambridge Investment Research Advisors logo

Cambridge Investment Research Advisors

Institution

Total advisors

3,909

Across 2,197 offices

Clients per advisor

91 Typical

Avg AUM per client

$378,281 Low

HNW client ratio

13% Typical

About

Ryan Johnson is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 licenses and has 27 years of industry experience. He has been with Cambridge Investment Research Advisors since 2013. Outside of his advisory role, Johnson serves as an independent insurance agent and is president of the Golden Shores Homeowner's Association. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and multiple custody platforms.

Client services

Based on Cambridge Investment Research Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Market timing

Expertise

Based on Cambridge Investment Research Advisors

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities

Occupation focus

Based on Cambridge Investment Research Advisors

Self-Employed

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Fee options

Fixed

For financial planning and consulting, flat fees generally do not exceed $25,000 but may be higher based on complexity; For WealthPort setup fee generally less than 1% of assets or $1,000

Percentage

$0 - $100,000: 1.50% $100,000 - $250,000: 1.25% $250,000+: 1.00%

Commissions

Financial Professionals acting as Registered Representatives receive commissions on securities and insurance sales

Project-based

Generally up to $500 per hour for financial planning and consulting services; up to $500 per hour for retirement plan advisory services

Subscriptions

Financial Wellness services paid by employer; flat or hourly fees per agreement

Other

Account minimum: $5,000 Minimum fee: Minimum WealthPort program fee of $250 annually for CAAP® and UMA accounts

Location

See office

Paola, KS

Paola KS

Advisors at this office

1

Most active in

Kansas · Puerto Rico · Texas

Work history

27 years of industry experience

Cambridge Investment Research Advisors, INC

2013 - Present • 13 years

Fairfield, IA

Cambridge Investment Research, INC

2013 - Present • 13 years

Fairfield, IA

Mass Mutual Investors Services

2001 - 2013 • 12 years

Overland Park, KS

Legacy Financial Group, Inc.

2001 - 2006 • 5 years

Overland Park, KS

Disclosures

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

Business activities & affiliations

user avatar

Lisa C

Series 65

Bucyrus, KS

Clear Springs Wealth

Lisa Clements is a financial advisor at Clear Springs Wealth with four years of industry experience. She holds a Series 65 designation and has a background that includes entrepreneurial ventures and a position at Facebook. Clear Springs Wealth is an independent, fee-only advisory firm serving individual clients across the emerging affluent to high-net-worth spectrum. The firm employs a primarily passive, asset-allocation investment strategy based on Modern Portfolio Theory and provides ongoing financial planning services covering areas such as cash flow, retirement, estate planning, insurance, tax-aware investment analysis, and career planning.

General estate planning guidance Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy Established Professionals
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Erica R

Series 66

Spring Hill, KS

Creativeone Wealth, LLC

Erica Rice is a financial advisor at CreativeOne Wealth, LLC with three years of industry experience. She has previously worked at Edward Jones and Mariner Wealth Advisors. Outside of her advisory role, she writes a bi-monthly health-focused newsletter called Root & Rise. CreativeOne Wealth provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other advisory firms. The firm manages primarily discretionary accounts using a combination of proprietary models and third-party managers, employing various investment strategies including ETFs, mutual funds, and select private investments.

Active portfolio management ESG / Sustainable investing Concentrated stock management Options & derivatives strategies Private / alternative investments Executive Founder/Business Owner
user avatar

Luke H

Series 63, Series 65

Wellsville, KS

Eagle Strategies (NY Life)

Luke Henry is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 65 licenses and five years of industry experience. He previously worked at Knights of Columbus Insurance and Knights of Columbus Asset Advisors LLC before joining Eagle Strategies. In addition to his advisory role, he serves as a City Council member in Wellsville, Kansas. Eagle Strategies serves a diverse client base, including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and delivers advice through multiple program types, operating primarily on a non-discretionary asset base within an integrated New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive

Curtis L

Series 63, Series 66

Paola, KS

Edward Jones

Curtis Long Jr. is a financial advisor at Edward Jones with Series 63 and Series 66 credentials and 40 years of industry experience. He has been with Edward Jones since 1986. Outside of his advisory work, he serves as a trustee for the First Lutheran Church Endowment Fund and is a board member of the USD #368 Endowment Association. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs. The firm manages over $1 trillion in assets and supports its clients through a large network of financial advisors and branch offices nationwide.

Retirement income strategy Charitable giving & philanthropy General estate planning guidance Multi-generational wealth transfer Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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Kimberly T

Series 63, Series 66

Springhill, KS

LPL Enterprise

Kimberly Thompson is a financial advisor with LPL Enterprise and holds Series 63 and Series 66 credentials. She has 39 years of industry experience, including long tenures with Prudential Insurance Company of America and Pruco Securities. Outside of her advisory role, she volunteers with the Spring Hill Chamber of Commerce. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Tax-loss harvesting

Monty C

CFP®, Series 66

Paola, KS

Edward Jones

Monty Chayer is a CFP® certificant with seven years of experience in financial advising at Edward Jones, where he has worked since 2018. Prior to joining Edward Jones, he worked at Walmart Distribution Center and USD 368. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporations, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General retirement planning Business exit / sale strategy Business succession planning General estate planning guidance Retired Founder/Business Owner Executive
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