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Ryan Joseph Mcneilly

Kenora Financial, LLC

Des Plaines, IL

CRD 4507434

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Employer firm

Kenora Financial, LLC CRD 123524

$316M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Periodicals / newsletters
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Kenora Financial, Llc

1295 Rand Road Suite 100, Des Plaines, IL 60016 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2010-10-06
  • IL RA
    APPROVED
    Since 2010-10-06

Branch Locations

1295 Rand Road Suite 100, Des Plaines, IL 60016 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Invesco, Llc Des Plaines IL 08/2008 Present
  • 08/2008 → Present
    Invesco, Llc
    Des Plaines, IL
Other Businesses

Ryan McNeilly & Associates, CPAs, LLC, Same address. Partner - part time tax planning and preparation.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-06-01
S63 Uniform Securities Agent State Law Examination 2002-03-15
  • S65 Uniform Investment Adviser Law Examination
    2010-06-01
  • S63 Uniform Securities Agent State Law Examination
    2002-03-15
Other Names
  • Ryan J. Mcneilly

View on SEC IAPD

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