Ryan Thomas Mcclung

Employer firm

Crossroads Wealth Planning CRD 317985

16 advisory clients

Reported services (Item 5G)

Financial planning

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

Current Employers

Crossroads Wealth Planning

Tualatin, OR • United States

Current Registrations

Authority	Category	Status	Date
OR	RA	APPROVED	2022-03-18

OR RA
APPROVED

Since 2022-03-18

Branch Locations

Tualatin, OR • 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

Organization	City	State	From	To
Crossroads Advisory Llc	Tualatin	OR	06/2018	Present
Exitus Technologies, Inc	Tualatin	OR	04/2016	12/2017
Troy Reichlein Cpa, Llc	Lake Oswego	OR	01/2018	Present

06/2018 → Present

Crossroads Advisory Llc

Tualatin, OR
04/2016 → 12/2017

Exitus Technologies, Inc

Tualatin, OR
01/2018 → Present

Troy Reichlein Cpa, Llc

Lake Oswego, OR

Previous Registrations

2008-04-30 → 2013-08-21

Mcclung Wealth Management

Portland, OR

Other Businesses

Ryan McClung is employed as a Certified Public Accountant at Troy Reichlein CPA LLC, an unaffiliated public accounting firm. In this role he prepares tax returns and provides tax and accounting advice for individuals, businesses, trusts and estates. Throughout tax season, this activity accounts for approximately 75% of his time during trading hours. Outside of tax season, less than 25% of his time is devoted to this position.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2008-04-04

S65 Uniform Investment Adviser Law Examination

2008-04-04

Designations

Certified Financial Planner

View on SEC IAPD