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RB

Ryan N. Box

COMMERCE BROKERAGE SERVICES
Kansas City, MO 64106
Some features on this profile are disabled
CRD#: 4994582
RB

Professional summary

Ryan Neil Box is a registered financial professional currently at COMMERCE BROKERAGE SERVICES, INC. located in Kansas City, Missouri.

Ryan is registered as a RR (Registered Representative) and started their career in finance in 2005. Ryan has worked at 1 firm and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Ryan Neil Box'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

December 7, 2021 - Present

COMMERCE BROKERAGE SERVICES, INC.

Office #1: 1000 Walnut 3rd Floor, Kansas City, MO 64106
BD
CRD#: 17140
Kansas City, MO
Past

July 27, 2005 - July 27, 2017

COMMERCE BROKERAGE SERVICES, INC.

BD
CRD#: 17140
KANSAS CITY, MO

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Missouri
(3/30/2022)

Exams

State Security Law Exam
RR
Series 63
Date: 7/18/2006
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 7/26/2005
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

CB
COMMERCE BROKERAGE SERVICES, INC.
COMMERCE BROKERAGE SERVICES, INC | COMMERCE FINANCIAL ADVISORS | COMMERCE BROKERAGE SERVICES, INC.

CRD#: 17140 / SEC#: 801-66509, 8-35096

BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information

Main Address
8000 Forsyth Blvd Suite 1200 East, Clayton, MO 63105-1707
Mailing Address
8000 Forsyth Blvd Suite 1200, Clayton, MO 63105-1707
Phone number
(314) 746-8593
Established
Missouri since 10/04/1985
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
37

FINRA licenses (46 States and Territories)

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

Documents

Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A-APPENDIX 1-WRAP BROCHURE (6/22/2023)

Direct owners and executive officers

NamePositionCRD#
COMMERCE BANKSOLE STOCKHOLDER
CHMELKA, JOHN EMILPRINCIPAL OPERATIONS OFFICER2052962
HARMON, THOMAS DARINPRESIDENT/CHIEF EXECUTIVE OFFICER7787415
MOWER, MATHEW ROBERTSENIOR VICE PRESIDENT3176197
REECE, JOSEPH STEVENVICE PRESIDENT/CHIEF COMPLIANCE OFFICER2227282
ROWE, MARGARETCORPORATE SECRETARY7576973
SIMPSON, TIFFANY LYNNTREASURER/CHIEF FINANCIAL OFFICER/PRINCIPAL FINANCIAL OFFICER6685507
SWANSON, ERIK ANDREWEXECUTIVE VICE PRESIDENT4170204

Regulatory assets under management

Total Number of Accounts3,570
AUM (Assets Under Management)$ 650,363,405

Disclosures

Regulatory Event5

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

COMMERCE BROKERAGE SERVICES, INC.

CRD#: 17140Kansas City, MO 64106

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