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

Carrie B. Ryan, CFP®

Managing Principal

Wells Fargo Advisors Financial Network

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 Financial Network in Indianapolis, IN and the surrounding communities.

Financial Advisor Experience

I have over 40 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 since 1989 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® 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 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 Platinum Council* 2010 - 2023
 
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, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®

Insurance Licenses

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

Broker-Dealer Affiliation

Wells Fargo Advisors Financial Network, LLC

Broker-Dealer Disclaimer

*The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structures.
CA Insurance License Number: 0I91612; Resident State IN. Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC.
FINRA BrokerCheck

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