Ryan J. Kilkenny

ATOMIC PLANNING LLC

Gardner, KS

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CRD#: 6960839

Professional summary

Ryan James Kilkenny is a registered financial advisor currently at ATOMIC PLANNING LLC located in Gardner, Kansas.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Ryan has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan James Kilkenny'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®

None

Experience

Current

June 18, 2021 - Present

ATOMIC PLANNING LLC

RIA

CRD#: 313965

Gardner, KS

Past

August 31, 2018 - May 21, 2021

EDWARD JONES

RIA

CRD#: 250

OVERLAND PARK, KS

Past

August 9, 2018 - May 21, 2021

EDWARD JONES

CRD#: 250

OVERLAND PARK, KS

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

Kansas
(6/18/2021)

IAR

Missouri
(6/21/2021)

IAR

Texas
(7/15/2021)

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

State Security Law Exam

IAR

Series 66

Date: 8/30/2018

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/9/2018

General Securities Representative Examination

Current Firm

ATOMIC PLANNING LLC

CRD#: 313965 / SEC#:

Kansas

Registered Investment Advisory firm - (6/18/2021 Approved)

Missouri

Registered Investment Advisory firm - (6/21/2021 Approved)

Texas

Registered Investment Advisory firm - (7/15/2021 Conditional Restricted)

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Contact information

Main Address

Gardner, KS

Mailing Address

Phone number

(913) 368-4015

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	53
AUM (Assets Under Management)	$ 7,400,000

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.

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Ryan J. Kilkenny

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan James Kilkenny's CRS (Customer Relationship Summary).

Certified licenses

Experience

ATOMIC PLANNING LLC

EDWARD JONES

EDWARD JONES

State Registrations and Notice Filings

Exams

Series 66

Date: 8/30/2018

SIE

Date: 10/1/2018

Series 7

Date: 8/9/2018

Current Firm

ATOMIC PLANNING LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ATOMIC PLANNING LLC

TRUST BUT VERIFY

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