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Charles Kelly Ryan

Atlantic Financial Planning LLC

Annapolis, MD

CRD 5983202

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Employer firm

Atlantic Financial Planning LLC CRD 159162

Reported services (Item 5G)

  • Financial planning

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

Current Employers
Atlantic Financial Planning Llc

1997 Annapolis Exchange Parkway Suite 300, Annapolis, MD 21401 • United States

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2024-02-02
MD RA APPROVED 2024-01-16
  • DC RA
    APPROVED
    Since 2024-02-02
  • MD RA
    APPROVED
    Since 2024-01-16

Branch Locations

1997 Annapolis Exchange Parkway Suite 300, Annapolis, MD 21401 • 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
United Airlines Chicago IL 08/1998 Present
  • 08/1998 → Present
    United Airlines
    Chicago, IL
Previous Registrations
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
CETERA INVESTMENT ADVISERS LLC

Nearby Investors

Robert E Saunders
DONALD WILLIAM COLLETT
LEE DONALD BOLLHORST

Nearby Offices

AMERIPRISE FINANCIAL SERVICES, LLC · ANNAPOLIS, MD
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · ANNAPOLIS, MD
CETERA INVESTMENT ADVISERS LLC · Annapolis, MD

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