Ryan K. Nelson

REDTREE INVESTMENT GROUP

Cincinnati, OH 45212

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CRD#: 2469485

Professional summary

Ryan Keith Nelson, CFA is a registered financial advisor currently at REDTREE INVESTMENT GROUP located in Cincinnati, Ohio.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Ryan has worked at 7 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

NAME AND ADDRESS: REDTREE INVESTMENT GROUP 3805 EDWARDS ROAD SUITE 605 CINCINNATI, OH 45209 NATURE OF ENTITY: SEC REGISTERED INVESTMENT ADVISOR RESPONSIBILITIES IN THIS ROLE: MANAGING PRINCIPAL HOURS DEVOTED: MIXED WITH BAIRD WORK UNTIL LAST DAY HERE

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Keith Nelson's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFA

Chartered Financial Analyst

Experience

Current

July 16, 2014 - Present

REDTREE INVESTMENT GROUP

Office #1: 5050 Section Avenue Suite 420, Cincinnati, OH 45212

RIA

CRD#: 171615

Cincinnati, OH

Past

September 19, 2007 - September 17, 2014

ROBERT W. BAIRD & CO. INCORPORATED

RIA

CRD#: 8158

CINCINNATI, OH

Past

September 18, 2007 - September 17, 2014

ROBERT W. BAIRD & CO. INCORPORATED

CRD#: 8158

CINCINNATI, OH

Past

June 18, 2007 - October 2, 2007

RBC GLOBAL ASSET MANAGEMENT (U.S.) INC.

RIA

CRD#: 107173

CINCINNATI, OH

Past

June 15, 2007 - October 2, 2007

RBC CAPITAL MARKETS, LLC

CRD#: 31194

CINCINNATI, OH

Past

July 25, 2001 - June 28, 2007

SEASONGOOD ASSET MANAGEMENT LLC

RIA

CRD#: 110060

CINCINNATI, OH

Past

March 22, 2001 - June 19, 2007

SEASONGOOD & MAYER

CRD#: 3321

CINCINNATI, OH

Past

December 19, 1995 - March 19, 2001

W&S BROKERAGE SERVICES, INC.

CRD#: 8099

CINCINNATI, OH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

REDTREE INVESTMENT GROUP

KINDRED SPIRITS INVESTMENT MANAGEMENT, LLC | REDTREE INVESTMENT GROUP

CRD#: 171615 / SEC#: 801-79797

RIA

Registered Investment Advisory firm - (6/18/2014 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(7/16/2014)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/2/2001

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/6/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 12/18/1995

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/22/2009

General Securities Principal Examination

Current Firm

REDTREE INVESTMENT GROUP

KINDRED SPIRITS INVESTMENT MANAGEMENT, LLC | REDTREE INVESTMENT GROUP

CRD#: 171615 / SEC#: 801-79797

RIA

Registered Investment Advisory firm - (6/18/2014 Approved)

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Contact information

Main Address

5050 Section Avenue Suite 420, Cincinnati, OH 45212

Mailing Address

Phone number

(888) 596-2293

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

REDTREE INVESTMENT GROUP FORM ADV PART 2A (3/3/2025)

Regulatory assets under management

Total Number of Accounts	514
AUM (Assets Under Management)	$ 8,690,883,404

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Ryan K. Nelson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Keith Nelson's CRS (Customer Relationship Summary).

Certified licenses

Experience

ROBERT W. BAIRD & CO. INCORPORATED

ROBERT W. BAIRD & CO. INCORPORATED

RBC GLOBAL ASSET MANAGEMENT (U.S.) INC.

RBC CAPITAL MARKETS, LLC

SEASONGOOD ASSET MANAGEMENT LLC

SEASONGOOD & MAYER

W&S BROKERAGE SERVICES, INC.

Primary Firm SEC Registration

REDTREE INVESTMENT GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 7/2/2001

Series 63

Date: 2/6/1996

Series 7

Date: 12/18/1995

Series 24

Date: 12/22/2009

Current Firm

REDTREE INVESTMENT GROUP

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

REDTREE INVESTMENT GROUP

TRUST BUT VERIFY

Contact information

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