Ryan Lockert Sleeper
Investment adviser representative at The Clarus Group
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.1BFirm 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Kingswood Capital Parnters, LLCJan 2021 to now
- The Clarus GroupOct 2020 to now
- The Clarus Group, Inc. d/b/a Clarus Wealth GroupJun 2018 to now
- Raymond James Financial Services Advisors Inc.Sep 2014 to Oct 2020
- Raymond James Financial ServicesNov 2010 to Oct 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
State registrations
Registered as an investment adviser representative in 1 state (TX).
The Clarus Group
Legal name: The Clarus Group, Inc.
$1.1BAssets managed
613Clients
9Advisers
6 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
- 5768443
- Firm CRD
- 310163