Ryan Smith

Helping people be wise with money and live generously!

Financial Advisor at Thrivent Investment Management Inc. in Greeley, CO

About

I’m a financial professional with experience helping individuals and families reach their financial goals. I often say the most important part of my job is listening. I need to understand my clients’ aspirations and it’s only then, that I can help them build a financial roadmap for making them happen. Especially in today’s economy, reaching financial goals may seem scarier and harder than ever. I am a guide helping clients navigate the journey and reach their financial goals. I bring a listening ear, knowledge and experience. Specialties Asset allocation Retirement strategies Retirement accumulation strategies Retirement distribution strategies Investment strategies Risk management Education funding Legacy strategies Estate strategies Charitable strategies

Contact
Click for phone number
(970) 330-7411
Address
1812 56th Ave Unit A in Greeley, CO 80634
Info
None specified

Reviews

Peer Endorsements

Best Answers

Q&A
Asked by an anonymous user
Answered by James Goodacre, Insurance Agent in Carmel, CA
Depends on how long you want the coverage?
3

Specialties

  • Annuities
  • Bonds & Fixed Income
  • Business Planning
  • Education Savings
  • Equities
  • Estate Planning
  • Life Insurance
  • Mutual Funds
  • Retirement Planning
  • Risk Management
  • Tax Advantaged Investments

Credentials

Licenses

Series 7
Series 66

Associations

NAFIC
NAIFA

Certifications

FIC

Accomplishments

Awards

Sierra B Level Conference Producer
Northern Colorado Top 40 Under 40

Publications

No Publications listed.

Speaking Engagements

No Speaking Engagements listed.

Background

Experience

Financial Associate
Financial Consultant
Managing Member

Education

Franklin University