Ryan Cullinan Kelley

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 05/2016 → 06/2019
  Foresters Financial Services
  Houston, TX
• 08/2016 → 06/2019
  Foresters Advisory Services
  Fort Worth, TX
• 09/2016 → 08/2017
  Cyclebar
  Fort Worth, TX
• 06/2019 → Present
  Cetera Investment Services Llc
  St Cloud, MN
• 06/2019 → Present
  Cetera Investment Advisers Llc
  Fort Worth, TX

Previous Registrations

• 2016-08-16 → 2019-06-25
  Foresters Advisory Services, Llc
  Fort Worth, TX

Other Businesses

KELLEY FINANCIAL SERVICES, DBA FOR CETERA BUSINESS, 100% OWNER

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-08-07
• S63 Uniform Securities Agent State Law Examination
  2015-12-21

Other Names

• Ryan Cullinan
• Ryan Tiel Cullinan