Ryan Kartchner
Investment adviser representative at Captrust
10 yearsExperience
1 stateRegistered in
$1.2TFirm assets
23 yearsFirm in business
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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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- CaptrustApr 2026 to now
- Capfinancial Partners, LLC. (captrust)Mar 2026 to now
- Summit Global InvestmentsMay 2025 to Feb 2026
- Morgan StanleyFeb 2025 to May 2025
- UnemployedJul 2024 to Feb 2025
- Fidelity InvestmentsJul 2021 to Jul 2024
- UnemployedMay 2021 to Jul 2021
- Firstpurpose WealthJan 2021 to May 2021
- Utah Community Credit UnionDec 2019 to Jan 2021
- Full-time EducationSep 2019 to Dec 2019
- The Professional Financial CompanyMar 2019 to Sep 2019
- TucanosSep 2018 to Sep 2019
- Mountain View ChiropracticMay 2018 to Dec 2018
- Utah Valley UniversityJan 2018 to May 2018
- Missionary Training CenterOct 2016 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (UT).
Captrust
Legal name: Capfinancial Partners, LLC
$1.2TAssets managed
41,750Clients
951Advisers
23 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
- 7334134
- Firm CRD
- 175112