National Retirement Planning Experts

National Coverage
Local Professionals

Ryan Wheless

Allied Wealth

26410 Oak Ridge Drive
120

The Woodlands, TX 77004
(281) 4447555

Leveling the playing field between wall street & main street

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

Firm Start Year

2007

No.of Employees

10-19

CRD#

144351

Firm CRD#

144351

Insurance License#

1495399

Name of Broker/Dealer

None

Name of Custodial Firm

Fidelity/TD Ameritrade/Charles Schwab

States Licensed in

Texas

Years of Experience in Financial Services

15

Number of Years with Current Firm

12

Qualifications & Membership

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%

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.