Unclaimed Profile

Mary Kay Ryan

WHITNELL & CO·OAK BROOK, Illinois

Series 52, Series 65Clean record28 years registeredWHITNELL & CO

701 HARGER ROAD, OAK BROOK, IL 60523-1489CRD# 2063136Firm CRD# 104633

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Mary Kay Ryan · OAK BROOK, IL

Registration

CRD #2063136 · WHITNELL & CO · 28 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WHITNELL & CO

RYAN FINANCIAL ADVISORY SERVICES, LLC.

Nov 2012 – Dec 2019

CHICAGO, IL

WHITNELL & CO

Oct 2007 – Sep 2012

OAK BROOK, IL

RYAN FINANCIAL ADVISORY SERVICES, LTD.

Jan 1998 – Oct 2007

CHICAGO, IL

Registrations & Exams

FINRA examinations passed

Series 52

Series 65

Registration record

First registered · January 28, 1998

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WHITNELL & CO

CRD 104633 · SEC 801-36433

AUM

$1.2B

Regulatory assets under management

Employees

1,418 client accounts

Services offered by WHITNELL & CO

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WHITNELL & CO →

Introduction

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Frequently Asked Questions

What services does Mary Kay Ryan offer?

Mary Kay Ryan specializes in Financial Planning, Investment Management, Wealth Management.

What are Mary Kay Ryan's credentials?

Mary Kay Ryan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mary Kay Ryan located?

Mary Kay Ryan is based in OAK BROOK, Illinois, last registered with WHITNELL & CO.

How does Mary Kay Ryan charge for services?

Mary Kay Ryan's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WHITNELL & CO?

WHITNELL & CO has approximately 25 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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