Ryan Veldhuizen

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About Ryan Veldhuizen

Drawing on over a decade of experience serving clients, Ryan helps you coordinate and prioritize your life and wealth goals to help you confidently catalyze financial freedom. Through your Atomic Plan, Ryan helps you understand the big picture of how the various and competing components of your plan fit together while providing you with the clarity and detail you need to optimize your cash flow, reduce your taxes, avoid unnecessary risk and fully leverage your wealth to achieve your life goals and passions.

Ryan is a CERTIFIED FINANCIAL PLANNER^™ and graduate of Taylor University with a degree in Economics and Mathematics. He holds a master's degree in Personal Financial Planning and has also studied International Economics at Oxford University in England.

Ryan, his wife, Kathryn, and their three kids live in Carmel, Indiana, where they are active members in their local community. When away from the office, Ryan enjoys coaching sports, serving in the children's ministry at his family's church, playing basketball, hiking and biking with his family, and hopes to one day convince his wife to do an RV vacation out West.

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General Information

Firm Start Year

2018

No. of Employees

CRD#

5316123

Firm CRD#

300078

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Businesses, Individual Investors

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®

Securities Licenses

Series 66

Financial Organization Memberships

National Association of Personal Financial Advisors (NAPFA)

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$500,000

Compensation Methods

Based on Assets, Flat Fee

Education

B.A. - Economics

Taylor University

Disclosures

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Additional Detailed Disclosures
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