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Ryan Jeremiah Mahoney

Advisor at Cypress Asset Management, Inc. — Peoria Heights, IL

Updated today

Credentials

Series 65

Experience

3 years

Location

Peoria Heights, IL

Cypress Asset Management, Inc. logo

Cypress Asset Management, Inc.

Supported

Total advisors

2

Clients per advisor

36 Typical

Avg AUM per client

$1,990,123 Very High

HNW client ratio

53% High

About

Ryan Mahoney is a financial advisor at Cypress Asset Management, Inc. with three years of industry experience. He holds a Series 65 designation and has been with Cypress Asset Management since 2019. Prior to that, he worked at Southern Methodist University for two years. Cypress Asset Management provides discretionary investment management, financial planning, and retirement plan consulting to individuals, qualified retirement plans, trusts, foundations, not-for-profits, and corporations. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing long-term, diversified portfolios primarily using passively managed funds and ETFs, supported by a layered outsourcing model that includes third-party providers for sub-advisory, operations, and automated digital services.

Client services

Based on Cypress Asset Management, Inc.

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Cypress Asset Management, Inc.

Passive / index investing College savings (529s, UTMA, etc.) Business sale tax planning Cash flow / budgeting

Occupation focus

Based on Cypress Asset Management, Inc.

Founder/Business Owner

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Fee options

Fixed

Financial planning initial fee $1,250 upon agreement execution and $1,250 on delivery of plan; consulting and administrative fixed fees $2,500 - $5,000 quarterly

Percentage

$0 - $500,000: 1.25% $500,001 - $1,000,000: 0.80% $1,000,001 - $2,000,000: 0.70% $2,000,001 - $3,000,000: 0.50% $3,000,001 - $5,000,000: 0.40% $5,000,001+: 0.35%

Other

Account minimum: $400,000 Minimum fee: Minimum annual fee of $2,500 for investment management services; $5,000 for complete wealth management services Fee-only: Investment management fees based on asset tiers; fixed fees for consulting and administrative services ($2,500 - $5,000 quarterly); flat fee for initial financial planning ($1,250 initial, $1,250 on delivery of plan)

Location

Peoria Heights, IL

Peoria Heights IL

Advisors at this office

2

Most active in

Florida · Illinois

Work history

3 years of industry experience

Cypress Asset Management

2026 - Present • 1 year

Peoria Heights, IL

Cypress Asset Management

2019 - 2026 • 7 years

Peoria Heights, IL

Southern Methodist University

2017 - 2019 • 2 years

Dallas, TX

UnEMPLOYED

2016 - 2017 • 1 year

Dallas, TX

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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Brett D

Series 65

East Peoria, IL

Douglas Capital Management, LLC

Brett Douglas is the sole advisor at Douglas Capital Management, LLC, an independent firm based in East Peoria, IL. He holds a Series 65 designation and has 18 years of industry experience. Brett has managed Douglas Capital Management since 2007 and has also been involved with Douglas Fund Management LLC since 2013. Douglas Capital Management is an SEC-registered investment adviser that provides fee-based, discretionary portfolio management through separately managed accounts to individuals, high-net-worth clients, retirement plans, charitable organizations, and other institutional clients. The firm uses a quantitative, model-driven investment process incorporating statistical factor models and AI-enabled tools for stock selection, asset allocation, and market timing.

Active portfolio management Options & derivatives strategies Tax-loss harvesting Executive Founder/Business Owner
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Omar Y

Series 65

Peoria, IL

Fountaindale, LLC

Omar Yunus is a financial advisor at Fountaindale, LLC based in Peoria, IL. He holds a Series 65 designation and has been with Fountaindale since 2023. Prior to this, he worked at Wrp, Turbulence, and Bosna Bank International. Fountaindale, LLC provides portfolio management and investment advice under a wrap-fee program to individuals, small businesses, and nonprofit organizations. The firm operates primarily through an online platform that uses algorithm-based questionnaires to deliver customized investment solutions, employing a Modern Portfolio Theory approach focused on diversified, long-term strategies.

Wealth management
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Gregory J

CFA®, Series 65

Peoria, IL

Johnston Investment Counsel, Ltd.

Gregory Johnston is a CFA® charterholder with 28 years of industry experience. He has been the sole advisor at Johnston Investment Counsel, Ltd. in Peoria, IL since 1997. Johnston Investment Counsel is an independent, fee-only firm serving individuals, trusts, endowments, qualified retirement plan sponsors, and business entities. The firm manages approximately $125 million for under 100 clients, offering discretionary portfolio management, comprehensive financial planning, retirement plan services, and institutional consulting, with a focus on combining multiple investment analyses and risk control strategies.

Retirement income strategy Social Security optimization Roth conversion strategy Concentrated stock management Options & derivatives strategies Founder/Business Owner Executive
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Collin R

ChFC®, Series 63, Series 65

Peoria, IL

Reatherford Wealth Management LLC

Collin Reatherford is a financial advisor at Reatherford Wealth Management LLC in Peoria, IL, holding a ChFC® designation with eight years of industry experience. His prior roles include positions at MML Investors Services, LLC, Mass Mutual Life Insurance Company, and Northwestern Mutual. In addition to his advisory work, he provides life, disability, and long-term care insurance services. Reatherford Wealth Management offers asset management and comprehensive financial planning to individuals, high-net-worth clients, families, and business entities. The firm emphasizes diversified, long-term asset allocation and provides ERISA consulting and advisory support for corporate retirement plans, including access to alternative investments and third-party portfolio management.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax strategies for small businesses Founder/Business Owner Executive

Rockie Z

CFP®, EA

Peoria, IL

RP Zeigler Investment Services

Hi, my name is Rockie Zeigler III. I’m a lifelong Central Illinoisan. I grew up in Normal, then moved to Peoria in the summer of 2000 and I’ve been here ever since. I graduated from Bradley University in 2003 and I also completed studies at the College For Financial Planning. I have an amazing family. A beautiful, patient, and fun-loving wife. Four kids, Astrid (14), Murphy (12), Clarke (10) and Crosby (10). Alright, what else? I love Notre Dame football, basketball and golf. I’m also one of the foremost experts on 90's music in the Midwest. I’ve been featured in media outlets such as CNBC, US News & World Report, The Huffington Post, The Peoria Journal Star, WYZZ Fox 43 Peoria and WMBD TV. I'm also a contributor to the new financial blog MoneyGeek. I’m a CFP® (CERTIFIED FINANCIAL PLANNER™) Professional. Roughly 70% of 'financial advisors' ARE NOT certified in financial planning. Think about that for a second. I'm also an Enrolled Agent with the IRS. Yes, that IRS. It's the highest credential the IRS awards. I'm a member of The XY Planning Network (obviously, right?). We don't have minimum asset requirements, we don't accept commissions, we don't have pushy sales tactics and we're all sworn fiduciaries. Here's some more street cred: Professional licenses/designations: FINRA Series 63 (obtained in 2004) FINRA Series 66 (obtained in 2007) CERTIFIED FINANCIAL PLANNER™ Board of Standards Certificate (obtained in 2016) IRS Enrolled Agent Certificate (obtained in 2021)

Wealth management General tax planning General retirement planning Gen X (Born 1965-1980)
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Todd H

Series 63, Series 65

Peoria, IL

Nash-Hasty Private Wealth Management

Todd Hasty is the principal advisor and president of Nash-Hasty Private Wealth Management in Peoria, Illinois. He holds Series 63 and Series 65 licenses and has 30 years of industry experience, including 26 years at LPL Financial. Outside of his advisory work, he serves as president of the board for FamilyCore, a nonprofit organization, and is a board governor for the Creve Coeur Club. Nash-Hasty Private Wealth Management provides discretionary investment management, financial planning, and qualified retirement plan consulting to individuals, families, trusts, estates, businesses, and charitable organizations. The firm uses a strategic asset allocation framework supported by multiple analytical tools to manage diversified portfolios and also offers plan-level and participant-level advisory services for qualified retirement plans.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting
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