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Ryan Spiering

Advisor at Raymond James Financial

Updated today

Location

Green Bay, WI 54301

Credentials

Series 66

Industry experience

6 years

About

Ryan Spiering is a financial advisor with Raymond James Financial, holding a Series 66 designation and six years of industry experience. He previously worked at Thrivent Financial and Commonwealth Financial Network. Outside of his advisory role, Spiering serves as CEO of Kaukauna Kinder Haus, a nonprofit daycare center, and is a board member of the Green Bay Duck Hunters Association. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, and institutional entities. The firm offers non-discretionary financial planning and investment consulting supported by firm research and a broad affiliate network.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

General retirement planning Business succession planning Cash flow / budgeting

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Retired

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Fee options

Fixed

Fixed (flat) dollar fees may be charged for planning and/or investment consulting services

Commissions

Commissions are charged in brokerage accounts when implementing financial plans or recommendations; fees and commissions may be offset or discounted for legacy clients.

Project-based

Hourly rates for planning and/or investment consulting services generally up to $400 per hour

Other

Fee-only: Hourly fees generally up to $400 per hour; fees may also be fixed (flat) dollar amounts or a percentage of assets under advisement not to exceed 2.25%

Location

225 S. Monroe Avenue

Green Bay, WI 54301

Most active in

Wisconsin

Work history

Raymond James Financial Services, Inc.

2025 - Present (1 year)

Raymond James Financial Services Advisors, Inc.

2025 - Present (1 year)

Commonwealth Financial Network

2024 - 2025 (1 year)

Thrivent Financial

2019 - 2024 (5 years)

Thrivent Investment Management Inc

2019 - 2024 (5 years)

Footbridge companies, LLC

2019 - 2019 (1 year)

Unemployed

2019 - 2019 (1 year)

Foth

2018 - 2019 (1 year)

AZCO

2012 - 2018 (6 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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Options & derivatives strategies Cash flow / budgeting Retirement income strategy Wealth management
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Wealth management Annuities Retirement plans for business owners (SEP, solo 401k)
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Mark N

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Green Bay, WI

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Social Security optimization Retirement income strategy College savings (529s, UTMA, etc.) Cash flow / budgeting Founder/Business Owner Christian Faith Based
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Series 63, Series 65

Green Bay, WI

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Annuities
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Kenneth M

CFP®, Series 65

Green Bay, WI

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Kenneth Melotte is a CFP®-certified financial advisor with 16 years of industry experience. He founded Melotte Financial Advisors in 2016 after working at Confluence Wealth Management LLC. The firm serves individuals and families, offering comprehensive financial planning, retirement and IRA consulting, portfolio management, and estate and lifetime gifting analysis. Melotte Financial Advisors combines a long-term strategic asset-allocation approach with an optional Tactical Growth strategy, utilizing a mix of low-cost index funds and selective active strategies to manage risk and enhance returns.

Life insurance needs analysis Wealth management Real estate investing Options & derivatives strategies
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CFA®, Series 66

Green Bay, WI

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Options & derivatives strategies Real estate investing Passive / index investing
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