Ryan Jospen Dean
Investment adviser representative at Kimery Wealth Management, LLC
11 yearsExperience
1 stateRegistered in
$555MFirm assets
9 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 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
11 years in the industry.
- Kimery Wealth Management, LLCJan 2022 to now
- Strategic Financial PartnersJun 2021 to Jul 2021
- Sherman WilliamsDec 2020 to Jan 2022
- University of MemphisAug 2018 to Dec 2021
- Tiger Scholarship Fund InternAug 2018 to Apr 2019
- Christian Brothers High SchoolAug 2015 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 1 state (TN).
Kimery Wealth Management, LLC
$555MAssets managed
471Clients
6Advisers
9 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
- 7609207
- Firm CRD
- 288229