Ryan John Barnes
Investment adviser representative at Plancorp, LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$10.6BFirm 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 assetsHourlyFixed 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.
- Plancorp, LLCApr 2026 to now
- Regency Investment Advisors, Inc.Jul 2023 to Mar 2026
- CitigroupAug 2019 to Jul 2023
- Principal Life Insurance CompanyNov 2018 to Aug 2019
- Principal Securities IncNov 2018 to Aug 2019
- Costco WholesaleJun 2016 to Oct 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Plancorp, LLC
$10.6BAssets managed
2,383Clients
52Advisers
42 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
- 7006295
- Firm CRD
- 106599