Unclaimed Profile

Ryan Keith Nelson

KINDRED SPIRITS INVESTMENT MANAGEMENT, LLC·CINCINNATI, Ohio

Series 7, Series 24, Series 63, Series 65CFAClean record25 years registeredKINDRED SPIRITS INVESTMENT MANAGEMENT, LLC

5050 SECTION AVENUE, CINCINNATI, OH 45212CRD# 2469485Firm CRD# 171615

Profile Verification

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

Identity

Ryan Keith Nelson · CINCINNATI, OH

Registration

CRD #2469485 · KINDRED SPIRITS INVESTMENT MANAGEMENT, LLC · 25 years registered

Brand Profile

Not yet started

Career History

REDTREE INVESTMENT GROUP

Jul 2014 – present

ROBERT W. BAIRD & CO. INCORPORATED

Sep 2007 – Sep 2014

CINCINNATI, OH

VOYAGEUR ASSET MANAGEMENT INC.

Jun 2007 – Oct 2007

CINCINNATI, OH

SEASONGOOD ASSET MANAGEMENT LLC

Jul 2001 – Jun 2007

CINCINNATI, OH

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · July 25, 2001

Years registered · 25

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KINDRED SPIRITS INVESTMENT MANAGEMENT, LLC

CRD 171615 · SEC 801-79797

AUM

$8.0B

Regulatory assets under management

Employees

484 client accounts

Services offered by KINDRED SPIRITS INVESTMENT MANAGEMENT, LLC

Per Form ADV

Selection of other advisers

View all advisors at KINDRED SPIRITS INVESTMENT MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Ryan Keith Nelson offer?

Ryan Keith Nelson specializes in Wealth Management. Contact their office in CINCINNATI, Ohio for a consultation.

What are Ryan Keith Nelson's credentials?

Ryan Keith Nelson holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Ryan Keith Nelson located?

Ryan Keith Nelson is based in CINCINNATI, Ohio, working with KINDRED SPIRITS INVESTMENT MANAGEMENT, LLC. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.

How does Ryan Keith Nelson charge for services?

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

How large is KINDRED SPIRITS INVESTMENT MANAGEMENT, LLC?

KINDRED SPIRITS INVESTMENT MANAGEMENT, LLC has approximately 9 employees and manages $8.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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