Featured Business Financial Advisor in The Woodlands, TX
The Woodlands Financial Advisors
Allied Wealth
26410 Oak Ridge Drive, 120
The Woodlands, TX 77004
Phone Number
“Leveling the playing field between wall street & main street”
Advisor Profile
Ryan Wheless
Name:  Ryan Wheless
Website:  Visit Website
Disclaimer
he content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding paying any local, state, or federal taxes. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Investment Advisory Services offered through AWM FINANCIAL SERVICES INC. DBA ALLIED WEALTH MANAGEMENT, a Registered Investment Advisor. Insurance and annuities offered through AWM Financial Services, Inc., TX Insurance License #: 1495399.

About Allied Wealth

The Allied Wealth mission is to decode the complications of investing in the markets and level the playing field between Wall Street and Main Street for the average investor. Our primary discipline is to help our clients capture more of the market's return that studies have proven the average investor has missed out on for nearly 25 years.

We have the heart of a teacher, not the attitude of a salesman. We are someone you can feel comfortable talking to and someone you can trust. We will work together to create a plan to help you reach your goals.

We are more than a financial planner. We are someone you can relate to and share your dreams with. We fit your investments to your life, help you understand what you?re investing in and why, and encourage you to stick with your long-term goals.
 

General Information

CRD#:    144351
Firm CRD#:    144351
Insurance License#:    1495399
Name of Custodial Firm:    Fidelity/TD Ameritrade/Charles Schwab
States Licensed in:    Texas
States Willing to do Business in:    Conroe,Cypress,Dobbin,Hockley,Houston,Huffman,Humble,Kingwood,Magnolia,Montgomery,New Caney,Pinehurst,Porter,Splendora,Spring,Tomball,Willis,All of Texas
Years of Experience in Financial Services:    15
Number of Years with Current Firm:    12
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CCIM ATP, Chartered Retirement Planning Counselor (CRPC®)
Securities Licenses:    Series 65
Insurance and Annuity Licenses:    Disability, Long Term Care, Life, Health, Annuity
 

Firm Information

Firm's Number of Clients:    400
Firm's Number of Planning Clients:    400
Firm's Number of Managed Clients:    300
Assets Managed by Firm:    250,000,000
Assets Managed by Advisor:    250,000,000
 

Compensation and Fees

Fee Structure:    I am a fee-based financial professional
Compensation Methods:    Based on Assets
Fee % Based on Assets:    .50%-1.50%
 
 
 
Prepared By: Ryan Wheless

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