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Lawrence Patrick Ryan

CLIENTFIRST FINANCIAL STRATEGIES, INC.·DAYTON, Ohio
SIE, Series 7, Series 24, Series 63Clean recordCLIENTFIRST FINANCIAL STRATEGIES, INC.
3033 KETTERING BLVD., DAYTON, OH 45439CRD# 3055638Firm CRD# 152628

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lawrence Patrick Ryan · DAYTON, OH
Registration
CRD #3055638 · CLIENTFIRST FINANCIAL STRATEGIES, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
CLIENTFIRST FINANCIAL STRATEGIES, INC.
CRD 152628 · SEC 801-71080
AUM
$176M
Regulatory assets under management
Employees
4
509 client accounts
Services offered by CLIENTFIRST FINANCIAL STRATEGIES, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CLIENTFIRST FINANCIAL STRATEGIES, INC. →
Introduction

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Frequently Asked Questions

What services does Lawrence Patrick Ryan offer?
Lawrence Patrick Ryan specializes in Financial Planning, Investment Management. Contact their office in DAYTON, Ohio for a consultation.
What are Lawrence Patrick Ryan's credentials?
Lawrence Patrick Ryan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lawrence Patrick Ryan located?
Lawrence Patrick Ryan is based in DAYTON, Ohio, working with CLIENTFIRST FINANCIAL STRATEGIES, INC.. Their office serves clients in the DAYTON metropolitan area and surrounding communities.
How does Lawrence Patrick Ryan charge for services?
Lawrence Patrick Ryan's firm is compensated through percentage of aum, hourly charges, other: % of advised assets. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CLIENTFIRST FINANCIAL STRATEGIES, INC.?
CLIENTFIRST FINANCIAL STRATEGIES, INC. has approximately 4 employees and manages $176M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Stanley James Katz
DAYTON, OH

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