Charles K. Ryan
ATLANTIC FINANCIAL PLANNING LLC
Annapolis, MD 21401
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CRD#: 5983202
Professional summary
Charles Kelly Ryan, CFP® is a registered financial advisor currently at ATLANTIC FINANCIAL PLANNING LLC located in Annapolis, Maryland.
Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Charles has worked at 1 firm .
Biography
Charlie worked for several fee-only firms before starting his own practice.
He has also worked as a financial planning software developer which helped give him a deep technical understanding of the tax code, investment theory and the ability to model most financial situations.
Additionally, he is a financial researcher whose work has been published in the Journal of Financial Planning, featured in The Wall Street Journal and presented at several financial planning conferences.
Charlie earned a Bachelor of Science degree, magna cum laude, Finance at Northeastern University.
He is a retired Navy commander.
Question & Answer
What are your service offerings?
Insurance Planning
Retirement Planning
Investment Planning
Tax Planning
Debt Management
Comprehensive Financial Planni...
Education Planning
Do you have an area of expertise or specialization?
Hourly
Insurance Related Issues
Investment Advice without Ongo...
Retirement Plan Investment Adv...
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 Charles Kelly Ryan'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: 2010
Experience
Current
January 16, 2024 - Present
ATLANTIC FINANCIAL PLANNING LLC
Office #1: 1997 Annapolis Exchange Parkway Suite 300, Annapolis, MD 21401RIA
CRD#: 159162
Annapolis, MD
Past
April 26, 2012 - December 31, 2023
ATLANTIC FINANCIAL PLANNING LLC
RIA
CRD#: 159162
ANNAPOLIS, MD
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
District of Columbia(2/2/2024)
IAR
Maryland(1/16/2024)
Exams
Current Firm
ATLANTIC FINANCIAL PLANNING LLC
ATLANTIC FINANCIAL PLANNING | RYAN, CHARLES K | ATLANTIC FINANCIAL PLANNING LLC
CRD#: 159162 / SEC#:
District of Columbia
Registered Investment Advisory firm - (2/2/2024 Approved)Maryland
Registered Investment Advisory firm - (1/5/2012 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1997 Annapolis Exchange Parkway Suite 300, Annapolis, MD 21401
Mailing Address
Phone number
(443) 822-5615
Established
Firm type
Fiscal year end
# of Employees
0
Red Flags
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Company Information
ATLANTIC FINANCIAL PLANNING LLC
CRD#: 159162Annapolis, MD 21401TRUST BUT VERIFY
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Contact information
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