Ryan L. Kitson

WRK INVESTMENTS

Solon, OH

Some features on this profile are disabled

CRD#: 5312687

Professional summary

Ryan Lee Kitson, who also goes by Ryan L Kitson, Ryan Kitson, is a registered financial advisor currently at WRK INVESTMENTS, LLC located in Solon, Ohio.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Ryan has worked at 6 firms and has passed the Series 63, Series 65, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ryan L Kitson | Ryan Kitson

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 Lee Kitson'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®

None

Experience

Current

April 8, 2011 - Present

WRK INVESTMENTS, LLC

RIA

CRD#: 156457

Solon, OH

Past

September 8, 2009 - April 11, 2011

LPL FINANCIAL LLC

RIA

CRD#: 6413

SOLON, OH

Past

September 8, 2009 - April 11, 2011

LPL FINANCIAL LLC

CRD#: 6413

SOLON, OH

Past

August 21, 2008 - September 8, 2009

MUTUAL SERVICE CORPORATION

RIA

CRD#: 4806

SOLON, OH

Past

July 25, 2008 - September 8, 2009

MUTUAL SERVICE CORPORATION

CRD#: 4806

SOLON, OH

Past

May 10, 2007 - March 28, 2008

NYLIFE SECURITIES LLC

CRD#: 5167

SEVEN HILLS, OH

Past

March 27, 2007 - April 17, 2007

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

BROADVIEW HEIGHTS, OH

Past

March 27, 2007 - April 17, 2007

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

BROADVIEW HEIGHTS, OH

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
(4/8/2011)

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

Series 63

Date: 6/9/2008

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 5/3/2008

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 9/11/2007

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/26/2007

Investment Company Products/Variable Contracts Representative Examination

Current Firm

WRK INVESTMENTS, LLC

WRK INVESTMENTS LLC | WRK INVESTMENTS, LLC

CRD#: 156457 / SEC#:

Ohio

Registered Investment Advisory firm - (4/7/2011 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

Solon, OH

Mailing Address

Phone number

(440) 708-3494

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	15
AUM (Assets Under Management)	$ 9,672,291

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Ryan L. Kitson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Lee Kitson's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

MUTUAL SERVICE CORPORATION

MUTUAL SERVICE CORPORATION

NYLIFE SECURITIES LLC

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 6/9/2008

Series 65

Date: 5/3/2008

Series 7

Date: 9/11/2007

Series 6

Date: 3/26/2007

Current Firm

WRK INVESTMENTS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WRK INVESTMENTS, LLC

TRUST BUT VERIFY

Similar Advisors