Ryan Poage has been Managing Member of Ryan Poage & Co. since May 2011, is a control person of the firm and directly owns 75% or more of it. Ryan Poage studied at the University of Missouri.
Ryan Poage & Co., LLC is a Kansas City, MO firm with $114M under management, 192 clients and 3 advisers in one office, as of its June 2026 filing.
Ryan Poage is President of Ryan Poage & Co. After a stint in investment banking, he became a licensed financial advisor while in college, built a brokerage office from scratch at 23 for a large international brokerage firm, and started his own firm at age 30.
Ryan Poage’s longest registration is the current one, 15 years at Ryan Poage & Co. since 2011. Before joining Ryan Poage & Co. in 2011, Ryan Poage was registered through Securities America Advisors, Inc.
- Ryan Poage & Co.Current– present · 15 yearsKansas City, MO · Adviser representative · Firm CRD 157432
- Securities America Advisors, Inc.– · 3 yearsKansas City, MO · Adviser representative · Firm CRD 110518
Professional designations
Listed by Ryan Poage & Co.
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Ryan Poage is registered as an investment adviser representative in 4 states, as a resident of Texas. The first approvals date from July 2011; the most recent is Colorado, in June 2021.
- ColoradoSince 14 June 2021
- KansasSince 30 March 2012
- MissouriSince 1 July 2011
- TexasResidentSince 24 October 2014
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 25 June 2009 |
| Series 7 | General Securities Representative Examination | 27 August 1997 |
| Series 63 | Uniform Securities Agent State Law Examination | 19 August 1997 |
- Name
- Operations Professional Examination
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Ryan York Poage
- CRD
- 2931221
- Firm
- Ryan Poage & Co. · CRD 157432
- Role
- Managing Member
- Office
- 4435 MAIN ST., SUITE 750, Kansas City, MO 64111
- Registration
- Investment adviser and broker registrations
- In the industry since
- September 1998
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- ryanpoage.com
Where does Ryan Poage work?
Ryan Poage has been Managing Member of Ryan Poage & Co., LLC since May 2011, and is a control person of the firm.
Is Ryan Poage a financial advisor?
Yes. Ryan Poage has a current investment-adviser registration in Colorado, Kansas, Missouri and Texas, through Ryan Poage & Co. since July 2011.
How many years of experience does Ryan Poage have?
Ryan Poage has 28 years in the financial industry, since September 1998, across 2 adviser firms.
What exams has Ryan Poage passed?
Ryan Poage has passed 4 licensing exams: the Series 63, Series 7, Series 31 and Series 99TO. The earliest, the Series 63, was passed in August 1997. FINRA credited Ryan Poage with the SIE, which began in October 2018.
Where did Ryan Poage work before Ryan Poage & Co.?
Before Ryan Poage & Co., Ryan Poage was registered through Securities America Advisors, Inc., July 2007 to June 2011.
Where is Ryan Poage based?
Ryan Poage’s registered office is in Kansas City, MO.
Is Ryan Poage registered with FINRA?
Yes. Ryan Poage has a current broker registration, under CRD 2931221.
Source: FINRA BrokerCheck
Is Ryan Poage a CFP?
Ryan Poage & Co. lists Ryan Poage with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Ryan Poage’s record?
Search CRD 2931221 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Ryan Poage’s full registration record.