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RK

Ryan A. Kern

THE MILLSTONE EVANS GROUP
BOULDER, CO 80301
Some features on this profile are disabled
CRD#: 4199268
RK

Professional summary

Ryan Albert Rudolph Kern, who also goes by Ryan Matthew Kern, is a registered financial advisor currently at THE MILLSTONE EVANS GROUP, LLC located in Boulder, Colorado.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Ryan has worked at 9 firms and has passed the Series 63, Series 66, Series 99TO, SIE, Series 7, Series 4, Series 10, Series 9, Series 24 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Ryan Matthew Kern

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Albert Rudolph Kern's CRS (Customer Relationship Summary).
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®
None

Experience

Current

April 27, 2026 - Present

THE MILLSTONE EVANS GROUP, LLC

Office #1: 4940 Pearl East Circle Suite 302, Boulder, CO 80301
RIA
CRD#: 311142
BOULDER, CO
Past

September 4, 2018 - April 26, 2026

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
Lone Tree, CO
Past

August 22, 2014 - November 23, 2016

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
LONE TREE, CO
Past

July 5, 2012 - August 6, 2014

OPPENHEIMERFUNDS DISTRIBUTOR, INC.

BD
CRD#: 7834
CENTENNIAL, CO
Past

April 18, 2007 - April 3, 2012

EMPOWER FINANCIAL SERVICES, INC.

BD
CRD#: 13109
GREENWOOD VILLAGE, CO
Past

June 10, 2003 - January 31, 2007

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

June 10, 2003 - January 31, 2007

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA
Past

October 26, 2000 - June 26, 2001

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

July 21, 2000 - September 12, 2000

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

July 21, 2000 - September 12, 2000

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

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".
TM
THE MILLSTONE EVANS GROUP, LLC
THE MILLSTONE EVANS GROUP, LLC

CRD#: 311142 / SEC#: 801-119896

RIA
Registered Investment Advisory firm - (11/30/2020 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
Colorado
(4/27/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 9/20/2016
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 7/7/2000
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/20/2000
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 4
Date: 3/1/2023
Registered Options Principal Examination
Principal/Supervisory Exam
RR
Series 10
Date: 5/25/2021
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 4/2/2021
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
RR
Series 24
Date: 12/5/2020
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 26
Date: 6/22/2007
Investment Company Products/Variable Contracts Principal Examination

Current Firm

TM
THE MILLSTONE EVANS GROUP, LLC
THE MILLSTONE EVANS GROUP, LLC

CRD#: 311142 / SEC#: 801-119896

RIA
Registered Investment Advisory firm - (11/30/2020 Approved)
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Contact information

Main Address
4940 Pearl East Circle Suite 302, Boulder, CO 80301
Mailing Address
Phone number
(720) 728-2801
Established
Firm type
Fiscal year end
# of Employees
13

SEC notice filing (26 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

THE MILLSTONE EVANS GROUP FORM ADV PART 2A BROCHURE (2/12/2026)
THE MILLSTONE EVANS GROUP FORM ADV PART 2A WRAP PROGRAM BROCHURE (2/12/2026)

Regulatory assets under management

Total Number of Accounts2,314
AUM (Assets Under Management)$ 777,932,541

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.

Company Information

THE MILLSTONE EVANS GROUP, LLC

CRD#: 311142Boulder, CO 80301

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