Ryan J. Dean

KIMERY WEALTH MANAGEMENT

Memphis, TN 38119

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CRD#: 7609207

Professional summary

Ryan Jospen Dean is a registered financial advisor currently at KIMERY WEALTH MANAGEMENT, LLC located in Memphis, Tennessee.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Ryan has worked at 1 firm and has passed the Series 63 and Series 65 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 Jospen Dean's CRS (Customer Relationship Summary).

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

April 26, 2023 - Present

KIMERY WEALTH MANAGEMENT, LLC

Office #1: 6410 Poplar Avenue Suite 100 Tower 2, Memphis, TN 38119

RIA

CRD#: 288229

Memphis, TN

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".

KIMERY WEALTH MANAGEMENT, LLC

CRD#: 288229 / SEC#: 801-110623

RIA

Registered Investment Advisory firm - (6/16/2017 Approved)

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

Tennessee
(4/26/2023)

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

Series 63

Date: 6/26/2024

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 4/25/2023

Uniform Investment Adviser Law Examination

Current Firm

KIMERY WEALTH MANAGEMENT, LLC

CRD#: 288229 / SEC#: 801-110623

RIA

Registered Investment Advisory firm - (6/16/2017 Approved)

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Contact information

Main Address

6410 Poplar Avenue Suite 100 Tower 2, Memphis, TN 38119

Mailing Address

Phone number

(901) 291-5500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

KWM WRAP BROCHURE (4/28/2025)

ADV PART 2A - FIRM BROCHURE (4/28/2025)

Regulatory assets under management

Total Number of Accounts	1,356
AUM (Assets Under Management)	$ 440,800,000

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
03/26/2025	Cover Page	Report
01/30/2023	Cover Page	Report

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. Dean

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

KIMERY WEALTH MANAGEMENT, LLC

Primary Firm SEC Registration

KIMERY WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 6/26/2024

Series 65

Date: 4/25/2023

Current Firm

KIMERY WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

KIMERY WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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