Ryan Kleiss

Advisor at Edward Jones

Updated today

Location

Arthur, IL 61911-1360

Credentials

CFP®, ChFC®, Series 66

Industry experience

18 years

About

Ryan Kleiss is a financial advisor with Edward Jones in Arthur, Illinois, holding CFP®, ChFC®, and Series 66 designations and having 18 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Business ownership considerations Family Business Business succession planning General estate planning guidance Charitable giving & philanthropy

Occupation focus

Founder/Business Owner Doctor or Medical Professional

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

250 S Vine St Suite A

Arthur, IL 61911-1360

Most active in

Illinois

Work history

Edward Jones

2016 - Present (10 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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