Ryan Mclin

Employer firm

Impact Wealth Group CRD 327364

$12.9M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 01/2010 → 04/2019
  City Of Plano
  Plano, TX
• 05/2019 → 02/2020
  Lincoln Financial Advisors Corporation/Strategic Wealth Partner
  Addison, TX
• 04/2020 → 02/2023
  Ameriprise Finanaicl Services, Llp/Clearfork Wealth Management
  Fort Worth, TX
• 02/2023 → 08/2023
  Private Client Services
  Ft Worth, TX
• 01/2023 → Present
  Impact Wealth Group
  Fort Worth, TX

Previous Registrations

• 2023-02-16 → 2023-08-15
  Private Client Services, Llc
  Ft Worth, TX
  Ft Worth, TX
  Appleton, WI
  Baton Rouge, LA
• 2020-04-09 → 2023-02-22
  Ameriprise Financial Services, Llc
  Fort Worth, TX
  Stephenville, TX
  Denton, TX
• 2020-01-06 → 2020-02-07
  Osaic Fa, Inc.
  Addison, TX

Other Businesses

1) HopeKids. PO Box 1628, Keller, TX 76244. Non-profit. Unpaid Board Member-Quarterly meetings for fundraising efforts, coordination of HopeKids Dads' events. 5 hrs/mo; 0 during trading hrs. 2) Baton Rouge Union of Police 3) independent insurance agent

Exams

• S66 Uniform Combined State Law Examination
  2019-11-27

Designations

• Certified Financial Planner

Other Names

• Ryan T Mclin
• Ryan Thomas Mclin