Ryan Kleiss, Financial Advisor

FINANCIAL ADVISOR
Ryan D Kleiss

CFP®, ChFC®, CIMA®, WMCP®, ABFP™, CLU®, AAMS™, ADPA™, CRPC™, CRPS™, CSRIC®, CKA®
250 S Vine St Suite A, Arthur, IL 61911opens in a new window
Client by Referral
Serving clients with $250,000
CallSend Me a Message

Focus Areas

  • Values and Faith Based Investing
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Wealth Strategies
  • Healthcare Professionals

About Ryan

From the first time our clients walk in our door, and throughout every one of life's milestones along the way, our Edward Jones team is committed to high-quality, personalized service and a strong spirit of collaboration, accountability and communication. Through our "partnership approach", we help our clients chart the course toward achieving their most important financial goals.

Although our clients come from various professions, we focus on working with high-net-worth, successful individuals, mainly with a focus on business owners and professionals from medical or corporate fields. Our team is well-versed in helping to manage the intricacies of these specific financial needs,...

Work History

  • Edward JonesApril 2016 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • ChFC®

    Chartered Financial Consultant®
  • CIMA®

    Certified Investment Management Analyst®
  • WMCP®

    Wealth Management Certified Professional®
  • ABFP™

    Accredited Behavioral Finance Professional™
  • CLU®

    Chartered Life Underwriter®
  • AAMS™

    Accredited Asset Management Specialist™
  • ADPA™

    Accredited Domestic Partnership Advisor™
  • CRPC™

    Chartered Retirement Planning Counselor™
  • CRPS™

    Chartered Retirement Plans Specialist™
  • CSRIC®

    Chartered SRI Counselor™
  • CKA®

    Certified Kingdom Advisor®

Education

  • Louisiana St Univ-ShreveportMaster of Business Admin
  • Univ of IL-Champaign/UrbanaMaster of Science

Personal Interests

  • Golfing
  • Baseball
  • Spending Time with Family
  • Active Lifestyle
  • Motorcycles

Team Members

  • Karen Helton
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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