Ryan John Barnes

Employer firm

Plancorp, LLC CRD 106599

$10.6B regulatory AUM 25 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

• 11/2018 → 08/2019
  Principal Life Insurance Company
  Fresno, CA
• 11/2018 → 08/2019
  Principal Securities Inc
  Fresno, CA
• 06/2016 → 10/2018
  Costco Wholesale
  Issaquah, WA
• 08/2019 → 07/2023
  Citigroup
  Fresno, CA
• 07/2023 → 03/2026
  Regency Investment Advisors, Inc.
  Fresno, CA
• 04/2026 → Present
  Plancorp, Llc
  Fresno, CA

Previous Registrations

• 2023-08-14 → 2026-04-07
  Regency Investment Advisors Inc
  Fresno, CA
• 2019-10-09 → 2023-07-24
  Citigroup Global Markets Inc.
  Fresno, CA
  Fresno, CA
  Selma, CA
  Fresno, CA
  Fresno, CA
  Burbank, CA
  Fresno, CA
  Ft Lauderdale, FL
  Ft Lauderdale, FL
  Citrus Heights, CA
  San Francisco, CA
  Hanford, CA
• 2018-11-21 → 2019-09-05
  Principal Securities, Inc.
  Fresno, CA

Exams

• S66 Uniform Combined State Law Examination
  2018-11-08

Designations

• Certified Financial Planner