Ryan Nelson has been Managing Principal of Kindred Spirits Investment Management since May 2014, is a control person of the firm and directly owns between 50% and 75% of it. Ryan Nelson holds a Master of Business Administration from Xavier University and a Bachelor of Science in Accounting from the University of Kentucky.
Kindred Spirits Investment Management, LLC is a Cincinnati, OH firm with $9.68B under management, 373 clients and 5 advisers in one office, as of its February 2026 filing.
Ryan Nelson is Co-Founder and Portfolio Manager of RedTree Investment Group. Nelson has a leadership role in business development and steers the firm's investment process. Before co-founding RedTree, Nelson's work included positions at Baird Public Investment Advisors, Seasongood Asset Management, and Fort Washington Investment Advisors, Inc.
Ryan Nelson’s longest registration is the current one, 12 years at Kindred Spirits Investment Management since 2014. Before joining Kindred Spirits Investment Management in 2014, Ryan Nelson was registered through Robert W. Baird & Co. Incorporated and Voyageur Asset Management Inc.
- Redtree Investment GroupCurrent– present · 12 yearsCincinnati, OH · Adviser representative · Firm CRD 171615
- Robert W. Baird & Co. Incorporated– · 6 yearsCincinnati, OH · Adviser representative · Firm CRD 8158
- Voyageur Asset Management Inc.– · under a yearCincinnati, OH · Adviser representative · Firm CRD 107173
- Seasongood Asset Management LLC– · 5 yearsCincinnati, OH · Adviser representative · Firm CRD 110060
Professional designations
Listed by Kindred Spirits Investment Management
- Chartered Financial Analyst (CFA)®
Investment adviser representative registrations
Ryan Nelson is registered as an investment adviser representative in Ohio, since July 2014.
- OhioSince 16 July 2014
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 22 December 2009 |
| Series 65 | Uniform Investment Adviser Law Examination | 2 July 2001 |
| Series 63 | Uniform Securities Agent State Law Examination | 6 February 1996 |
| Series 7 | General Securities Representative Examination | 18 December 1995 |
- Name
- General Securities Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Ryan Keith Nelson
- CRD
- 2469485
- Firm
- Kindred Spirits Investment Management · CRD 171615
- Role
- Managing Principal
- Office
- 5050 SECTION AVENUE, SUITE 420, Cincinnati, OH 45212
- Registration
- Investment adviser registration
- In the industry since
- July 2001
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- redtreeinvestmentgroup.com
Where does Ryan Nelson work?
Ryan Nelson has been Managing Principal of Kindred Spirits Investment Management, LLC since May 2014, and is a control person of the firm.
Is Ryan Nelson a financial advisor?
Yes. Ryan Nelson has a current investment-adviser registration in Ohio, through Kindred Spirits Investment Management since July 2014.
How many years of experience does Ryan Nelson have?
Ryan Nelson has 25 years in the financial industry, since July 2001, across 4 adviser firms.
What exams has Ryan Nelson passed?
Ryan Nelson has passed 4 licensing exams: the Series 7, Series 63, Series 65 and Series 24. The earliest, the Series 7, was passed in December 1995.
Where did Ryan Nelson work before Kindred Spirits Investment Management?
Before Kindred Spirits Investment Management, Ryan Nelson was registered through Voyageur Asset Management Inc., June 2007 to October 2007; Seasongood Asset Management LLC, July 2001 to June 2007.
Where is Ryan Nelson based?
Ryan Nelson’s registered office is in Cincinnati, OH.
Is Ryan Nelson registered with FINRA?
No. Ryan Nelson has no current broker registration.
Is Ryan Nelson a CFA charterholder?
Kindred Spirits Investment Management lists Ryan Nelson with the CFA credential (“Chartered Financial Analyst (CFA)®”) on its website. CFA Institute confirms certification status.
Source: Ryan Nelson, CFA biography, redtreeinvestmentgroup.com
How can I verify Ryan Nelson’s record?
Search CRD 2469485 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ryan Nelson’s full registration record.
