Ryan Mclin

IMPACT WEALTH GROUP

FORT WORTH, TX 76244

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CRD#: 7099618

Professional summary

Ryan Mclin, CFP®, who also goes by Ryan T Mclin, Ryan Thomas Mclin, is a registered financial advisor currently at IMPACT WEALTH GROUP located in Fort Worth, Texas.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Ryan has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ryan T Mclin | Ryan Thomas Mclin

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.

1) HopeKids. PO Box 1628, Keller, TX 76244. Non-profit. Unpaid Board Member-Quarterly meetings for fundraising efforts, coordination of HopeKids Dads' events. 5 hrs/mo; 0 during trading hrs. 2) Baton Rouge Union of Police 3) independent insurance agent

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Mclin'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^®

Certified Financial Planner

Experience

Current

August 18, 2023 - Present

IMPACT WEALTH GROUP

Office #1: 9800 Hillwood Pkwy Suite 140, Fort Worth, TX 76244

RIA

CRD#: 327364

FORT WORTH, TX

Past

February 16, 2023 - August 15, 2023

PRIVATE CLIENT SERVICES, LLC

RIA

CRD#: 120222

Ft Worth, TX

Past

February 16, 2023 - August 15, 2023

PRIVATE CLIENT SERVICES, LLC

CRD#: 120222

Ft Worth, TX

Past

April 9, 2020 - February 22, 2023

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

Denton, TX

Past

April 9, 2020 - February 22, 2023

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Denton, TX

Past

January 6, 2020 - February 7, 2020

OSAIC FA, INC.

RIA

CRD#: 3978

ADDISON, TX

Past

August 26, 2019 - February 7, 2020

OSAIC FA, INC.

CRD#: 3978

ADDISON, TX

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

Louisiana
(9/6/2023)

IAR

Texas
(8/18/2023)

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: 11/27/2019

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 8/25/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 12/26/2018

Securities Industry Essentials Examination

Current Firm

IMPACT WEALTH GROUP

IMPACT WEALTH GROUP | IMPACT WEALTH GROUP, LLC | IMPACT WEALTH GROUP LLC

CRD#: 327364 / SEC#:

Louisiana

Registered Investment Advisory firm - (9/6/2023 Approved)

Texas

Registered Investment Advisory firm - (8/18/2023 Approved)

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Contact information

Main Address

9800 Hillwood Pkwy Suite 140, Fort Worth, TX 76244

Mailing Address

Phone number

(682) 382-3931

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	83
AUM (Assets Under Management)	$ 8,147,809

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 Mclin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

IMPACT WEALTH GROUP

PRIVATE CLIENT SERVICES, LLC

PRIVATE CLIENT SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

OSAIC FA, INC.

OSAIC FA, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 11/27/2019

Series 7TO

Date: 8/25/2019

SIE

Date: 12/26/2018

Current Firm

IMPACT WEALTH GROUP

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

IMPACT WEALTH GROUP

TRUST BUT VERIFY

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