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Ryan Johnson

Advisor at Cambridge Investment Research Advisors

Updated today

Location

Paola, KS

Credentials

Series 63, Series 65

Industry experience

26 years

About

Ryan Johnson is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Cambridge since 2013. Outside of advising, he serves as president of a homeowner's association and is an independent insurance agent. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing various account platforms and third-party strategists.

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

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

Occupation focus

Based on Cambridge Investment Research Advisors

Retired Founder/Business Owner Executive

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Fee options

Fixed

Financial Planning and Consulting flat fees generally do not exceed $25,000; Financial Wellness flat fee agreements also offered; Retirement Plan Advisory flat fees negotiated

Percentage

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

Commissions

Financial Professionals may receive commissions in their capacity as Registered Representatives for securities and insurance products

Project-based

Financial Planning and Consulting hourly fees generally do not exceed $500/hour; Retirement Plan Advisory and Consulting Services up to $500/hour

Other

Account minimum: $25,000 Minimum fee: Setup fee generally the lesser of 1% of assets under management or $1,000; combined setup fee and advisory fee not to exceed 3% of AUM; service fee up to $300 Fee-only: Financial Planning and Consulting fees include flat fees up to $25,000, hourly fees generally not exceeding $500/hour, asset-based fees for investment consulting

Location

Paola, KS

Most active in

Kansas · Puerto Rico · Texas

Work history

CAMBRIDGE INVESTMENT RESEARCH Advisors, INC

2013 - Present (13 years)

Cambridge Investment Research, Inc

2013 - Present (13 years)

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

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Luke H

Series 63, Series 65

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Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive

Curtis L

Series 63, Series 66

Paola, KS

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Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer Wealth management Retired Founder/Business Owner Executive
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Kimberly T

Series 63, Series 66

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Monty C

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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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