Carrie B. Ryan, CFP<sup>&reg;</sup> - Financial Advisor

Carrie B. Ryan, CFP®

Managing Principal

Wells Fargo Advisors FiNet

9100 Keystone Crossing, Ste. 625
Indianapolis, IN 46240
FINANCIAL ADVISOR'S WEBSITE
(317) 846-1999

General

Carrie Ryan is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Wells Fargo Advisors FiNet in Indianapolis, IN and the surrounding communities.

Financial Advisor Experience

I have over 37 years of experience in the Financial Services industry. My career began in 1983 with Merrill Lynch.
 
I have spent time with Blunt Ellis and Loewi Kemper Group, and the last 25 years I’ve worked with A.G. Edwards and Sons, now through mergers - Wells Fargo Advisors Financial Network.
 
I completed my Bachelor of Science Degree in Business from Indiana University in May 1983.
 
I earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification from College of Financial Planning, April 1988.  To earn the CFP® certification, I had to complete an approved educational program, pass a rigorous examination and meet stringent experience requirements. I also adhere to a professional Code of Ethics and fulfill annual continuing education requirements to remain aware of current planning strategies and financial trends.
 
I enjoy participating as a member of the Financial Planning Association, and have recently had the pleasure of being acknowledged for:
Wells Fargo Advisors Premier Advisor* distinction, 2010 - 2020
 
Finally, I am an Indianapolis native and have had the pleasure of raising five beautiful children with my husband, Mark. Our youngest miraculously beat bone cancer so I am forever indebted to Riley Hospital in Indianapolis. In my spare time, I like reading, traveling, and spending time with my family.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 31, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: AL, AZ, CA, CO, CT, FL, GA, IL, IN, MI, MN, MO, MT, NC, NJ, NY, OH, PR, SC, TN, TX, VA, WA, WI
  • Variable annuities: AL, AZ, CA, CO, CT, FL, GA, IL, IN, MI, MN, MO, MT, NC, NJ, NY, OH, PR, SC, TN, TX, VA, WA, WI

Broker-Dealer Affiliation

Wells Fargo Advisors Financial Network, LLC

Broker-Dealer Disclaimer

*The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on either of the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients.

FINRA BrokerCheck

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