Ryan Lee Kaczmarek
Investment adviser representative at Envoy Advisory Inc.
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$615MFirm 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
Experience
12 years in the industry.
- Envoy Advisory Inc.Jun 2024 to now
- Harvest Investment Services, LLCJun 2024 to now
- Paulson Wealth Management Inc.Jan 2020 to Apr 2024
- Willow Creek Community ChurchSep 2014 to Aug 2020
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (CO, IL).
Envoy Advisory Inc.
$615MAssets managed
1,999Clients
10Advisers
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
- 7218469
- Firm CRD
- 306559