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Ryan Timothy Rippy

Advisor at Dynamic — Payson, AZ

Updated today

Credentials

Series 65

Experience

2 years

Location

Payson, AZ

Dynamic logo

Dynamic

Multi-team

Total advisors

77

Across 37 offices

Clients per advisor

72 High

Avg AUM per client

$964,859 High

HNW client ratio

33% High

About

Ryan Rippy is a financial advisor with Dynamic, holding a Series 65 designation and one year of industry experience. He serves as Director of Montage Financial Education, a nonprofit offering financial education through online marketing and workshops. Additionally, he works as a Senior Loan Consultant with Desert Mountain Financial, Inc., and dedicates part of his time to insurance activities with Montage Insurance Services, LLC. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, businesses, and unaffiliated registered investment advisers. The firm employs a long-term, client-specific portfolio construction approach and provides a range of services including portfolio management, financial planning, retirement plan services, and sub-advisory and practice-support services for other advisers.

Client services

Based on Dynamic

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops
Model portfolio adviser services for third party program

Expertise

Based on Dynamic

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance

Occupation focus

Based on Dynamic

Founder/Business Owner Retired Executive

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Fee options

Fixed

Fixed fees for financial planning projects may range from $1,000 to $50,000 depending on complexity.

Percentage

$0+: Up to 2.25% annually, fees vary depending on type and complexity of strategy and account size; generally, larger accounts may have lower fees N/A - N/A: Fees may be negotiated and vary by Financial Adviser; some accounts may be charged higher fees due to complexity or active trading needs

Commissions

Certain Financial Advisers are licensed to sell insurance products and receive commissions; Dynamic does not receive commissions.

Project-based

Financial Planning hourly rates generally range from $150 to $500 per hour.

Subscriptions

Retainer financial planning fees generally range from $1,000 to $20,000 per year, billed monthly or quarterly.

Other

Minimum fee: Some Financial Advisers establish minimum Fees, which can result in total fees exceeding 2.25% annually depending on account size and minimum fee amount. Fee-only: Investment Advisory Fees generally up to 2.25% annually, may include minimum fees; Financial Planning fees range from $150 to $500 per hour or fixed fees from $1,000 to $50,000 per project; Retainer fees generally range from $1,000 to $20,000 per year.

Location

See office

Payson, AZ

Payson AZ

Advisors at this office

1

Most active in

Arizona

Work history

2 years of industry experience

Dynamic Wealth Advisors DBA Montage Private Wealth, LLC

2025 - Present • 1 year

Phoenix, AZ

Montage Private Wealth, LLC

2025 - 2025 • 1 year

Scottsdale, AZ

Montage Financial Education

2025 - Present • 1 year

Payson, AZ

Montage Private Wealth, LLC

2025 - Present • 1 year

Scottsdale, AZ

Desert Mountain Financial, Inc.

2024 - Present • 2 years

HIghlands Ranch, CO

Synergy Asset Management, LLC

2024 - 2025 • 1 year

Bellevue, WA

Synergy Asset Management, LLC

2018 - 2025 • 7 years

Bellevue, WA

Equity Advisor Services

2015 - 2018 • 3 years

Denver, CO

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

Arthur W

Series 66

Payson, AZ

Kingsview Wealth Management, LLC

Arthur Walsh is a financial advisor at Kingsview Wealth Management, LLC with 13 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for 13 years. Walsh is also the owner of Walsh Wealth Services LLC, a separate business entity used for tax and compensation purposes. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning with model-based and separately managed strategies, offering a range of investment options including equities, fixed income, and alternative products.

College savings (529s, UTMA, etc.) Tax strategies for small businesses Options & derivatives strategies Founder/Business Owner Retired
user avatar

Maurice S

Series 63, Series 65

Payson, AZ

Oppenheimer

Maurice Stuffmann Jr. is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 56 years of industry experience. He has been with Oppenheimer since 2001 and with Oppenheimer Asset Management Inc. since 2003. He is also co-trustee of the Stuffmann Family Trust, which manages investment assets and residences as part of estate planning. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs that include portfolio management, consulting, and financial planning. The firm employs diverse investment approaches tailored to each program and manages approximately $36.7 billion in assets as of December 31, 2025.

Retirement plans for business owners (SEP, solo 401k) Wealth management Active portfolio management Executive Founder/Business Owner
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Matthew V

Series 65

Payson, AZ

Focus Partners Wealth, LLC

Matthew Vietri is a financial advisor at Focus Partners Wealth, LLC in Nashville, TN. He holds a Series 65 designation and has been in the industry since 2022. Prior to his advisory roles, he attended Arizona State University and Naperville Central High School. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term investment approach with an emphasis on tax- and fee-sensitivity, combining active and passive strategies within an enhanced open architecture framework.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals

Scott W

Series 63

Payson, AZ

Edward Jones

Scott Wheeler is a financial advisor at Edward Jones with 23 years of industry experience. He has been with Edward Jones since 2002 and holds a Series 63 designation. Outside of his advisory role, Wheeler is involved in several business ventures including partnerships in commercial and ranch property management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies with an extensive nationwide network of advisors and branches.

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

Brandan K

Series 66

Payson, AZ

Edward Jones

Brandan Kelley is a financial advisor with Edward Jones in Payson, AZ, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked for 13 years at Chaparral Pines Golf Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
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Paul M

Series 63, Series 66

Payson, AZ

Thrivent Investment Management

Paul Meier is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he serves as a director for the Arizona State University Alumni Association, where he leads a committee and helps secure sponsorships for fundraising events. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based financial planning across a broad range of topics, with clients able to combine planning with managed-account programs while keeping these services separate.

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