Ryan E. Mickelson

KINTRA INVESTMENTS

MARYSVILLE, OH 43040

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CRD#: 5127583

Professional summary

Ryan Edwin Mickelson, AIF®, CFP® is a registered financial advisor currently at KINTRA INVESTMENTS, LLC located in Marysville, Ohio and KINTRA WEALTH, LLC located in Marysville, Ohio.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Ryan has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

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.

1. Fixed Insurance Sales; Agent; as of 07/01/2012; 15% of time spent during business hours; Conducted from the Branch Office; Investment Related

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Edwin Mickelson'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®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 2012

Experience

Current

December 21, 2023 - Present

KINTRA INVESTMENTS, LLC

Office #1: 127 W. 5th Street, Marysville, OH 43040

RIA

CRD#: 328478

MARYSVILLE, OH

Current

January 6, 2026 - Present

KINTRA WEALTH, LLC

Office #1: 127 W 5th St, Marysville, OH 43040

RIA

CRD#: 299407

Marysville, OH

Past

July 10, 2012 - December 31, 2023

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

MARYSVILLE, OH

Past

October 6, 2009 - December 31, 2023

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

MARYSVILLE, OH

Past

November 21, 2006 - October 5, 2009

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

KOKOMO, IN

Past

November 21, 2006 - October 5, 2009

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

KOKOMO, IN

Past

September 6, 2006 - October 19, 2006

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

INDIANAPOLIS, IN

Past

September 6, 2006 - October 19, 2006

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

INDIANAPOLIS, IN

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".

KINTRA WEALTH, LLC

CRD#: 299407 / SEC#: 801-114485

RIA

Registered Investment Advisory firm - (1/28/2019 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
(12/22/2023)

IAR

Texas
(12/21/2023)

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

What does exam status mean?

State Security Law Exam

IAR

Series 66

Status Unavailable

Passed: 8/1/2006

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Status Unavailable

Passed: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Status Unavailable

Passed: 9/5/2006

General Securities Representative Examination

Current Firm

KINTRA WEALTH, LLC

CRD#: 299407 / SEC#: 801-114485

RIA

Registered Investment Advisory firm - (1/28/2019 Approved)

PREMIUM

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Contact information

Main Address

1000 Commerce Park Drive Suite 416, Williamsport, PA 17701

Mailing Address

Phone number

(570) 601-6960

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (28 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2026 KINTRA WEALTH PART 2A (7/20/2026)

Regulatory assets under management

Total Number of Accounts	6,309
AUM (Assets Under Management)	$ 1,501,009,982

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.

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Advisor Monitoring

Firm Stability Insights

Ryan E. Mickelson

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Edwin Mickelson's CRS (Customer Relationship Summary).

Certified licenses

Experience

KINTRA WEALTH, LLC

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

KINTRA WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 66

Passed: 8/1/2006

SIE

Passed: 10/1/2018

Series 7

Passed: 9/5/2006

Current Firm

KINTRA WEALTH, LLC

Contact information

SEC notice filing (28 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

KINTRA WEALTH, LLC

TRUST BUT VERIFY

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