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Chuanqi W

Series 65, Series 63

Rockford, IL

Royal Fund Management, LLC

Chuanqi Wang is a financial advisor with Royal Fund Management, LLC, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. He has worked with Royal Fund Management since 2016 and has been operating as a sole proprietor under Rick Wang since 2001. Royal Fund Management serves individual investors, corporations, and retirement plans by offering portfolio management, financial planning, and pension consulting. The firm uses tailored investment strategies based on documented risk tolerance and employs a range of techniques from conservative allocations to options writing, managing approximately $1.55 billion in assets with a team of 83 advisors.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Real estate investing Annuities Founder/Business Owner
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Mark T

Series 63, Series 65

Ankeny, IA

Royal Fund Management, LLC

Mark Triplett is a financial advisor with Royal Fund Management, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He previously worked at Partners Advantage and operates a college consulting firm alongside his advisory role. Triplett is also involved in fixed and traditional life and annuity sales through an affiliated insurance services business. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and defined contribution plan participants. The firm offers portfolio management, financial planning, and pension consulting, applying fundamental, technical, and cyclical analysis to create tailored investment strategies monitored regularly against documented risk tolerances.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Real estate investing Annuities Founder/Business Owner
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Kelley P

CFP®

Lady Lake, FL

Royal Fund Management, LLC

Kelley Pyles is a CFP® professional with 11 years of experience in the financial services industry. She is currently with Royal Fund Management, LLC and has managed Pyles Insurance Services, LLC since 2020. Her background includes both financial advisory and insurance sales roles. Royal Fund Management, LLC serves individuals, corporations, pension plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm employs a comprehensive investment approach that includes fundamental, technical, and cyclical analysis and offers specialized services such as options-writing overlays and access to select non-traded REITs.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Real estate investing Annuities Founder/Business Owner
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