Ryan Thomas Mcclung
CFP®Professional Summary
Ryan Thomas Mcclung, CFP® is a registered financial advisor currently at CROSSROADS WEALTH PLANNING located in Tualatin, Oregon. Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Ryan has worked at 2 firms and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Estate & Legacy Planning
- Investment Management
- Financial Planning
- Tax Planning
- Retirement Planning
- Education Funding
- Cashflow & Budgeting
- Risk Management & Insurance
Specializations
Biography
We specialize in providing personal financial planning services to individuals and families. Along side that we also offer business consulting services with a focus towards improving business value in anticipation of selling in the next 1-5 years. Our services include business owner retirement and exit planning, investment advising, estate planning, personal risk assessment, and personal and business tax planning.
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
18 years in the financial services industry
Current & Past Employments
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Current Firm
CROSSROADS ADVISORY | CROSSROADS WEALTH PLANNING | CROSSROADS ADVISORY LLC
Contact Information
Main Address
Tualatin, ORPhone Number
(503) 502-0692# of Employees
1Documents
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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.
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State Registrations and Notice Filings
(3/18/2022)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Ryan Thomas Mcclung's CRS (Customer Relationship Summary).
Services Offered by Ryan
- Estate & Legacy Planning
- Investment Management
- Financial Planning
- Tax Planning
- Retirement Planning
- Education Funding
- Cashflow & Budgeting
- Risk Management & Insurance
Similar Advisors
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