Ryan Jeffrey Kleve

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 03/2016 → 06/2018
  Foresters Financial Services
  Independence, OH
• 04/2017 → 01/2019
  Foresters Advisory Services Llc
  Independence, OH
• 06/2018 → 01/2019
  Foresters Financial Services
  Independence, OH
• 01/2019 → Present
  Lpl Financial, Llc
  Willoughby Hills, OH

Previous Registrations

• 2017-05-18 → 2019-01-15
  Foresters Advisory Services, Llc
  Independence, OH

Other Businesses

1) 01/11/2019 - Crump Insurance - Non-Variable Insurance - inv rel - at reported business location(s) - start: 01/2019 - 40 hr/mth. 2) 1/17/2019 - Bear Wealth Management, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/14/2019 - 160 Hours Per Month During Securities Trading. 3. 09/11/2019 - AIP Marketing Alliance - Investment related - At reported business location(s) - Non-Variable Insurance - start date:08/19/2019 - 8 hrs/mo - 8 hrs during trading. 4. 08/09/2022- West Geauga High School-Not Investment Related- 13401 Chillicothe Rd. Chesterland, OH 44026- Other - High school football assistant coach- Inside linebackers coach - Start Date- 08/15/2022- 40 Hours Per Month/ 0 Hours During Securities Trading 5. 05/16/2024 - Stephens-Matthews Marketing - Non-Variable Insurance - Inv. Related - 7437 Warwick Ln. Chesterland - Start Date 03/28/2024 - 8hrs/mth

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-04-18
• S63 Uniform Securities Agent State Law Examination
  2012-12-20