Ryan Lynn Franklin

Employer firm

Threadline Wealth CRD 108917

$5.77B regulatory AUM 41 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2006 → Present
  Moss Adams Wealth Advisors Llc
  Yakima, WA
• 09/1998 → Present
  Moss Adams, Llp
  Yakima, WA

Other Businesses

MOSS ADAMS, LLP; 402 EAST YAKIMA AVENUE, SUITE 110, YAKIMA, WASHINGTON 98907 - TAX SENIOR MANAGER IN A CPA FIRM. DUTIES INCLUDE PREPARATION AND REVIEW OF INCOME, ESTATE, AND OTHER TAX RETURNS, VARIOUS TYPES OF TAX AND BUSINESS PLANNING, MANAGING CLIENT RELATIONSHIPS, AND SUPERVISING STAFF. ACTIVITY IS NOT INVESTMENT RELATED. EMPLOYMENT BEGAN ON 9/8/1998. TOTAL HOURS DEDICATED APPROXIMATE 2,380 PER YEAR.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-11-16

Designations

• Certified Financial Planner