Ryan L. Franklin

THREADLINE WEALTH

YAKIMA, WA 98907

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CRD#: 5283929

Professional summary

Ryan Lynn Franklin, CFP® is a registered financial advisor currently at THREADLINE WEALTH located in Yakima, Washington.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Ryan has worked at 1 firm and has passed the Series 65 exam.

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.

MOSS ADAMS, LLP; 402 EAST YAKIMA AVENUE, SUITE 110, YAKIMA, WASHINGTON 98907 - TAX SENIOR MANAGER IN A CPA FIRM. DUTIES INCLUDE PREPARATION AND REVIEW OF INCOME, ESTATE, AND OTHER TAX RETURNS, VARIOUS TYPES OF TAX AND BUSINESS PLANNING, MANAGING CLIENT RELATIONSHIPS, AND SUPERVISING STAFF. ACTIVITY IS NOT INVESTMENT RELATED. EMPLOYMENT BEGAN ON 9/8/1998. TOTAL HOURS DEDICATED APPROXIMATE 2,380 PER YEAR.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Lynn Franklin'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®

CFP^®

Certified Financial Planner

Start date: 2003

Experience

Current

January 25, 2007 - Present

THREADLINE WEALTH

Office #1: 402 E Yakima Ave Ste 110, Yakima, WA 98907

RIA

CRD#: 108917

YAKIMA, WA

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".

THREADLINE WEALTH

DBA FINANCIAL SECURITY GROUP | THREADLINE WEALTH | MOSS ADAMS WEALTH ADVISORS LLC | FINANCIAL SECURITY GROUP, L.L.C.

CRD#: 108917 / SEC#: 801-58074

RIA

Registered Investment Advisory firm - (10/26/2000 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

Washington
(1/25/2007)

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 65

Status Unavailable

Passed: 11/16/2006

Uniform Investment Adviser Law Examination

Current Firm

THREADLINE WEALTH

DBA FINANCIAL SECURITY GROUP | THREADLINE WEALTH | MOSS ADAMS WEALTH ADVISORS LLC | FINANCIAL SECURITY GROUP, L.L.C.

CRD#: 108917 / SEC#: 801-58074

RIA

Registered Investment Advisory firm - (10/26/2000 Approved)

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Contact information

Main Address

10900 Ne 8th St, Ste 305, Bellevue, WA 98004

Mailing Address

Phone number

(425) 650-9500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

THREADLINE WEALTH DISCLOSURE BROCHURE MAY 2026 (5/28/2026)

Regulatory assets under management

Total Number of Accounts	4,790
AUM (Assets Under Management)	$ 5,773,272,462

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/15/2025	Cover Page	Report
02/20/2025	Cover Page	Report
03/27/2024	Cover Page	Report
03/06/2024	Cover Page	Report

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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Ryan L. Franklin

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Lynn Franklin's CRS (Customer Relationship Summary).

Certified licenses

Experience

THREADLINE WEALTH

Primary Firm SEC Registration

THREADLINE WEALTH

State Registrations and Notice Filings

Exams

Series 65

Passed: 11/16/2006

Current Firm

THREADLINE WEALTH

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

THREADLINE WEALTH

TRUST BUT VERIFY

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