Search

Chat

SAFE Mobile Banking Apps

Apps

Wealth Management Meet our advisors

Ryan Kelly

SAFE Wealth Advisor

CA Insurance License #0G27002
Registered for Securities in: AK, CA* 
Registered as Investment Advisor Representative (IAR) in: AK, CA* 
*Securities Registrations are held with LPL Financial

Ryan Kelly works toward building long-term trusting relationships with his clients. This enables him to advise them through challenging life changes, such as managing educational expenses, accumulating wealth, and developing a financial plan for retirement. His approach includes using sound financial planning principles and investment products that fit each client’s personal needs and goals

Ryan has more than 10 years of experience with a wide range of products, including stocks, federal tax-free bonds, exchange-traded funds, mutual funds, annuities, life insurance, long-term care insurance, and much more. His broad-based knowledge, coupled with his ability to listen, create, and offer advice in the best interest of his clients, has made him a sought-after financial advisor.

After serving our country in the U.S. Air Force, Ryan graduated magna cum laude from Embry-Riddle University with a Bachelor of Science degree in technical management. He credits his military service and education for his focus, discipline, and dedication to serve his clients to the best of his ability. In his free time, Ryan loves to take his wife, two daughters, and his Labrador to the lake. He also enjoys working on construction projects on his home and rental properties, and cruising country roads on his motorcycle.

Check the background of investment professionals associated with this site on FINRA's BrokerCheck

 


LPL Financial Advisors are registered with and securities and advisory services offered through LPL Financial,
a Registered Investment Advisor, Member FINRA /SIPC .
Insurance products offered through LPL Financial or its licensed affiliates.

Not NCUA Insured
No Credit Union Guarantee
May Lose Value
 

SAFE Wealth Advisors are employees of SAFE Credit Union and are registered representatives through LPL Financial, Member FINRA/SIPC . SAFE Financial Services and SAFE Credit Union: Not a registered broker dealer; Not affiliated with LPL Financial.

The LPL Financial Advisors associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AK, AZ, CA, CO, FL, HI, ID, IL, NC, NM, NV, NY, OH, OR, TX, UT, VA, WA, WY

Hi! Let’s get started.

Forgot User ID or Password

Not enrolled? Get Started!