Ryan Christopher Ammon
CFP®Professional Summary
Ryan Christopher Ammon, CFP®, who also goes by Ryan Ammon, is a registered financial advisor currently at DOUBLE EAGLE WEALTH MANAGEMENT LLC located in Dallas, Texas. Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Ryan has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Divorce Planning
- Employee and Employer Plan Benefits
- Investment Planning
- Education Planning
- Comprehensive Financial Planning
- Business Succession Planning
- Tax Planning
- Retirement Income Management
- Life Transitions
- Estate Planning
- Retirement Planning
- Inheritance
- Small Business Planning
Other Aliases
Ryan Ammon
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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
Website
xxxxxxxxxx.xxx
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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
14 years in the financial services industry
Current & Past Employments
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Current Firm
DOUBLE EAGLE WEALTH MANAGEMENT LLC
Contact Information
Main Address
5960 Berkshire Lane 6th Floor, Dallas, TX 75225Mailing Address
5960 Berkshire Lane 6th Floor, Dallas, TX 75225Phone Number
(214) 814-4978# of Employees
2SEC notice filing (1 States and Territories)
Registered to provide investment advisory services in 1 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
359AUM (Assets Under Management)
$108,579,555Similar Advisors
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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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Primary Firm SEC Registration
DOUBLE EAGLE WEALTH MANAGEMENT LLC
State Registrations and Notice Filings
(6/18/2024)
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 Christopher Ammon's CRS (Customer Relationship Summary).
Services Offered by Ryan
- Divorce Planning
- Employee and Employer Plan Benefits
- Investment Planning
- Education Planning
- Comprehensive Financial Planning
- Business Succession Planning
- Tax Planning
- Retirement Income Management
- Life Transitions
- Estate Planning
- Retirement Planning
- Inheritance
- Small Business Planning
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