Ryan K. Triplett

BOYD WEALTH MANAGEMENT

Sacramento, CA 95815

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CRD#: 5329858

Professional summary

Ryan Kirk Triplett, AIF®, CFP®, ChFC®, CLU® is a registered financial advisor currently at BOYD WEALTH MANAGEMENT, LLC located in Sacramento, California.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Ryan has worked at 2 firms and has passed the Series 66, SIE, Series 7, Series 9 and Series 10 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

Ryan is a Partner in Boyd Insurance Services, LLC. Boyd Insurance Services, LLC may earn commissions from the sale of non-investment insurance policies (Non-Variable Life, Disability, Health, Long-Term Care, Annuities). Less than 5 hours per month are devoted to insurance services. Boyd Insurance Services is located at 1375 Exposition Blvd, Suite 200, Sacramento, CA 95815.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Kirk Triplett'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: 2010

ChFC^®

Chartered Financial Consultant

CLU^®

Chartered Life Underwriter

Experience

Current

May 11, 2018 - Present

BOYD WEALTH MANAGEMENT, LLC

Office #1: 1375 Exposition Blvd Suite 220, Sacramento, CA 95815

RIA

CRD#: 293990

Sacramento, CA

Past

January 26, 2010 - May 17, 2018

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA

CRD#: 2881

Sacramento, CA

Past

August 23, 2007 - May 17, 2018

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

Sacramento, CA

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".

BOYD WEALTH MANAGEMENT, LLC

CRD#: 293990 / SEC#: 801-113198

RIA

Registered Investment Advisory firm - (5/11/2018 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

California
(5/11/2018)

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

IAR

Series 66

Date: 10/15/2007

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 5/17/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/21/2007

General Securities Representative Examination

Principal/Supervisory Exam

Series 9

Date: 10/19/2009

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 10

Date: 10/5/2009

General Securities Sales Supervisor - General Module Examination

Current Firm

BOYD WEALTH MANAGEMENT, LLC

CRD#: 293990 / SEC#: 801-113198

RIA

Registered Investment Advisory firm - (5/11/2018 Approved)

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Contact information

Main Address

1375 Exposition Blvd Suite 220, Sacramento, CA 95815

Mailing Address

Phone number

(916) 367-0532

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (3/5/2025)

Regulatory assets under management

Total Number of Accounts	452
AUM (Assets Under Management)	$ 345,018,336

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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Firm Stability Insights

Ryan K. Triplett

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Kirk Triplett's CRS (Customer Relationship Summary).

Certified licenses

Experience

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

BOYD WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/15/2007

SIE

Date: 5/17/2018

Series 7

Date: 8/21/2007

Series 9

Date: 10/19/2009

Series 10

Date: 10/5/2009

Current Firm

BOYD WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BOYD WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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