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Wealth Management Meet our advisors

Ryan Kelly

LPL Financial Advisor

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

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

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, helping accumulate wealth, and developing a financial plan for retirement. His approach includes using comprehensive 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. He uses his broad-based knowledge to offer advice in the best interest of his clients.

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.

 

Guided Wealth Portfolios Free Portfolio Analysis Schedule appointment About LPL

Financial Advisors are registered with, and securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA / SIPC). Insurance products are offered through LPL or its licensed affiliates. SAFE Credit Union and SAFE Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SAFE Financial Services, and may also be employees of SAFE Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, SAFE Credit Union or SAFE Financial Services. Securities and insurance products offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency
Not Credit Union Guaranteed
Not Credit Union Deposits or Obligations
May Lose Value
 

SAFE Credit Union provides referrals to financial professionals of LPL Financial LLC pursuant to an agreement that allows LPL to pay the financial institution for these referrals. This creates an incentive for the financial institution to make these referrals, resulting in a conflict of interest. SAFE Credit Union is not a current client of LPL for brokerage or advisory services. Please visit LPL Financial for more detailed information.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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