Ryan Poage & Co.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$113,858,529
Clients
191
Advisors
3
of 3 employees
About
Ryan Poage & Co. serves individual clients — including high‑net‑worth households — as well as pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides financial planning, consulting, and discretionary investment management and offers advice on mutual funds, ETFs, individual debt and equity securities, structured products and variable annuities.
The firm combines fundamental and technical analysis to build diversified portfolios tailored to clients’ risk tolerances and time horizons, managing most accounts on a discretionary basis and reviewing portfolios at least quarterly. RP&C commonly implements similarly managed strategies that can involve above‑average turnover and typically recommends custody and execution through institutional platforms such as Charles Schwab and Interactive Brokers, from which it receives software and research benefits.
The brochure discloses two uncommon marketing practices: the firm uses endorsements in its advertising and advertises third‑party ratings. It also highlights operational features and potential conflicts that clients should note — certain supervised persons act as registered representatives of a broker‑dealer and as licensed insurance agents who may implement transactions or receive commissions in their individual capacities, and the firm may sometimes pay clients’ professional service fees or apply fee offsets for certain accounts.
Client services
Expertise
Fee options
Financial planning and consulting services offered for fixed fees ranging from $250 to $1,000 generally, up to $15,000 depending on scope and professional.
up to 2.00% annually (negotiable at firm's sole discretion)
Certain supervised persons may offer securities brokerage and insurance products on a commission basis; commission fees and 12b-1 fees apply when acting in these capacities.
Account minimum: $100,000 Fee-only: Fixed financial planning and consulting fees generally range from $250 to $1,000, but may be as high as $15,000 depending on services.
Main office
4435 Main St., Suite 750
Kansas City MO 64111
Advisors at this office
3
Most active in
Colorado · Florida · Kansas · Missouri · Texas
Also doing business as
Baxter Wealth, LLC · Ryan Poage & Co. · Ryan Poage & Co., LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Jordan L
Series 63, Series 66
Kansas City, MO
Ryan Poage & Co.
Jordan Lambert is a financial advisor at Ryan Poage & Co. with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Ryan Poage & Co. since 2016. Lambert is also involved in his family’s third-generation HVAC business, Midwest Heating, Cooling & Plumbing, where he contributes to marketing and sales. Ryan Poage & Co. serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, consulting, and discretionary investment management, utilizing both fundamental and technical analysis to create diversified portfolios tailored to clients’ risk tolerances and time horizons.
Kristin T
Series 66
Kansas City, MO
Ryan Poage & Co.
Kristin Terranella Gumina is a financial advisor at Ryan Poage & Co. in Kansas City, MO, with 17 years of industry experience. She holds a Series 66 credential and has worked at Ryan Poage & Co. since 2010 and Purshe Kaplan Sterling Investments since 2011. Outside of advising, she is also a notary public. Ryan Poage & Co. provides financial planning, consulting, and discretionary investment management to individuals, including high-net-worth clients, as well as pension and profit sharing plans, trusts, estates, and charitable organizations. The firm combines fundamental and technical analysis to build diversified portfolios tailored to clients’ risk tolerance, time horizon, and income needs.
Ryan P
CFP®, Series 63
Kansas City, MO
Ryan Poage & Co.
Ryan Poage is the principal of Ryan Poage & Co. in Kansas City, MO, with 28 years of industry experience. He holds the CFP® certification and Series 63 license. Prior to founding Ryan Poage & Co. in 2006, he has worked at Purshe Kaplan Sterling Investments since 2011. Ryan Poage & Co. serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides financial planning, consulting, and discretionary investment management, combining fundamental and technical analysis to build diversified portfolios tailored to clients’ risk tolerances and time horizons.
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