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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-01-2011
- Office Locations
- 1
Office Locations
About Ryan Poage & Co.
Ryan Poage & Co. is a Kansas City-based RIA focused on retirement income and tax-aware wealth planning, integrating investment management with cash-flow, risk, tax and estate planning. The firm also provides real estate-focused planning for industry professionals and investors. Portfolios use public funds including ETFs and mutual funds, and the team follows a documented Relationship Service Performance (R.S.P.) Process developed over 20+ years; leaders may recognize the firm from market/planning quotes in Forbes, CNBC and Yahoo Finance.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
RYAN YORK POAGE
Founder, Managing Member, President
- CRD
- #2931221
- Ownership
- 75% or more
Nicholas L Dumenil
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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JORDAN WESLEY LAMBERT
Financial Planner
- CRD
- #6152240
KRISTIN MICHELLE TERRANELLA-GUMINA
Director of Operations, Trader
- CRD
- #5018351
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $114,196,904 | $168,432 |
| Non-Discretionary | $0 | -- |
| Total | $114,196,904 | $168,432 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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