Ryan Yung

Advisor at Edward Jones

Updated today

Location

Torrington, WY 82240

Credentials

Series 66

Industry experience

8 years

About

Ryan Yung is a financial advisor at Edward Jones with seven years of industry experience. He has worked at Edward Jones since 2018 and previously spent six years at Bloedorn Lumber Company. Outside of his advisory role, Ryan owns an alfalfa farm in Torrington, WY. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a range of advisory programs and investment solutions.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy General retirement planning Wealth management General estate planning guidance

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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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

2008 Main Street

Torrington, WY 82240

Most active in

Texas · Wyoming

Work history

Edward Jones

2018 - Present (8 years)

Bloedorn Lumber Company

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

Misty K

Series 66

Torrington, WY

Edward Jones

Misty Kaufman is a financial advisor at Edward Jones in Torrington, Wyoming, holding a Series 66 designation with 12 years of industry experience. She has been with Edward Jones since 2013. Outside of her advisory role, Kaufman is involved in local business activities including ownership of a trucking company and managing rental properties. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm provides a range of advisory and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Justin O

Series 63, Series 65

Torrington, WY

LPL Financial

Justin Oakley is a financial advisor with LPL Financial in Torrington, WY, holding Series 63 and Series 65 credentials and six years of industry experience. Prior to joining LPL Financial in 2020, he worked at Rogers Farms and Nichols Farms and spent seven years at Baltimore Aircoil. Oakley is involved in teaching activities related to his advisory business. LPL Financial provides advisory and brokerage services to a wide range of clients including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various delivery options such as financial planning, model-portfolio advisory programs, and third-party asset management, supported by an in-house Research team that develops strategic and tactical model portfolios.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Katherine M

CFP®, Series 66

Torrington, WY

Edward Jones

Katherine Myers is a CFP® and Series 66-licensed financial advisor at Edward Jones with three years of industry experience. She previously worked at Jerilea Phillips CPA LLC and KMM Tax & Business Solutions. In addition to her advisory role, she owns a hay farming operation in Torrington, WY. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and maintaining a large nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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