Ryan A Kaysen
Investment adviser representative at Serenity Investment Advisors
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$513.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Serenity Investment AdvisorsApr 2026 to now
- Sound Control Solutions, Inc.Jun 2017 to now
- Integritas Financial, LLCOct 2021 to Apr 2026
- TD AmeritradeJun 2016 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 2 states (IL, NC).
Serenity Investment Advisors
Legal name: Serenity Investment Advisors LLC
$513.6MAssets managed
434Clients
6Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5730799
- Firm CRD
- 307924