Ryan M. Allen
FINANCIAL ADVISORY
Grand Rapids, MI 49546
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CRD#: 5567797
Professional summary
Ryan Michael Allen, CFP® is a registered financial advisor currently at FINANCIAL ADVISORY CORPORATION located in Grand Rapids, Michigan.
Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Ryan has worked at 4 firms and has passed the Series 63, SIE and Series 7 exams.
Biography
Ryan is a Michigan native and proud to call Grand Rapids home for himself, his wife Rebekah, and two children. They enjoy every season, with family ski trips up north and summers at the beach or in Leelanau County. Along with his son, Ryan is a competitive cyclist and regular fixture at many of the mountain biking and cyclocross races held across the state.
Question & Answer
What are your service offerings?
Insurance Planning
Retirement Planning
Comprehensive Financial Planni...
Investment Planning
Do you have an area of expertise or specialization?
Charitable Giving
Estate & Generational Planning...
High Net Worth Client Needs
Investment Advice with Ongoing...
Retirement Planning & Distribu...
Tax Planning
What is your minimum asset requirement?
1
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Ryan Michael Allen'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®
CFP®
Start date: 2018
Experience
Current
June 9, 2015 - Present
FINANCIAL ADVISORY CORPORATION
Office #1: 4251 Cascade Road S.e., Grand Rapids, MI 49546RIA
CRD#: 105472
Grand Rapids, MI
Past
December 26, 2013 - May 29, 2015
CITY NATIONAL ROCHDALE
RIA
CRD#: 117198
GRAND RAPIDS, MI
Past
December 24, 2013 - May 29, 2015
CNR SECURITIES, LLC
BD
CRD#: 18466
GRAND RAPIDS, MI
Past
July 2, 2010 - December 26, 2013
AMBS INVESTMENT COUNSEL LLC
RIA
CRD#: 106381
GRAND RAPIDS, MI
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".
FINANCIAL ADVISORY CORPORATION
FINACIAL ADVISORY CORPORATION | FINANCIAL ADVISORY CORPORATION | FINANCIAL ADVISORY CORP
CRD#: 105472 / SEC#: 801-33761
RIA
Registered Investment Advisory firm - (1/27/1989 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
Michigan(6/9/2015)
IAR
Texas(4/16/2020)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
FINANCIAL ADVISORY CORPORATION
FINACIAL ADVISORY CORPORATION | FINANCIAL ADVISORY CORPORATION | FINANCIAL ADVISORY CORP
CRD#: 105472 / SEC#: 801-33761
RIA
Registered Investment Advisory firm - (1/27/1989 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4251 Cascade Road S.e., Grand Rapids, MI 49546
Mailing Address
Phone number
(616) 235-5260
Established
Firm type
Fiscal year end
# of Employees
14
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,222 |
| AUM (Assets Under Management) | $ 971,844,364 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/23/2025 | ||
| 06/19/2024 | ||
| 10/05/2023 | ||
| 01/04/2023 |
Red Flags
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Company Information
FINANCIAL ADVISORY CORPORATION
CRD#: 105472Grand Rapids, MI 49546TRUST BUT VERIFY
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