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Ryan Klemm

Ryan Klemm

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CRD#: 6357073
Ryan Klemm

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Ryan Klemm, CFP® was a registered financial professional .

Ryan is a previously registered financial professional and started their career in finance in 2018. Ryan had worked at 3 firms .

Question & Answer

Are you a "fiduciary"?
No

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.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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®

Certified Financial Planner

Start date: 2018

Experience

Past

February 26, 2024 - March 23, 2026

RANGE ADVISORY, LLC

RIA
CRD#: 321969
Austin, TX
Past

April 8, 2021 - September 13, 2023

COMPOUND ADVISERS, INC.

RIA
CRD#: 306341
SAN FRANCISCO, CA
Past

June 27, 2018 - March 29, 2021

YESKE BUIE INC.

RIA
CRD#: 143234
San Francisco, 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".
RA
RANGE ADVISORY, LLC
PYLON INC | RANGE FINANCE, INC. | RANGE ADVISORY, LLC

CRD#: 321969 / SEC#: 801-125927

RIA
Registered Investment Advisory firm - (6/23/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

Current Firm

RA
RANGE ADVISORY, LLC
PYLON INC | RANGE FINANCE, INC. | RANGE ADVISORY, LLC

CRD#: 321969 / SEC#: 801-125927

RIA
Registered Investment Advisory firm - (6/23/2022 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
8270 Greensboro Drive Suite 910, Mclean, VA 22102
Mailing Address
440 Monticello Ave Ste 1802 Pmb 32321, Norfolk, VA 23510-2670
Phone number
(703) 261-4126
Established
Firm type
Fiscal year end
# of Employees
38

SEC notice filing (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

RANGE ADVISORY ADV BROCHURE MARCH 2026 (3/20/2026)

Regulatory assets under management

Total Number of Accounts3,788
AUM (Assets Under Management)$ 653,945,567

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.

Company Information

RANGE ADVISORY, LLC

CRD#: 321969

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