Five Star award winner Ryan Poage, CFP®

PROFESSIONAL PROFILE

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Ryan Poage, CFP^®

President

Ryan Poage & Co.

800 W 47th St Ste 700

Kansas City, MO 64112

Office: 816-531-4555

ryan@ryanpoage.com
ryanpoage.com

Professional Approach

Coming from humble roots in rural Missouri, Ryan pursued finance in order to gain the knowledge to be financially self-sufficient. After a stint in investment banking, he left the corporate side of the industry to help hardworking individuals pursue a more successful investing path after seeing how his grandmother had benefited from a financial advisor’s guidance in handling a small life insurance benefit from his late grandfather. Over several years and countless amounts of research, Ryan created a process to put the pieces of the financial puzzle together to help clients pursue goals such as a work-optional lifestyle, slowing life down, restoring liberation and order, and ensuring they are enjoying the fruits of their work ethic and sense of purpose.

Ryan became a licensed financial advisor while in college, was the first in his start group to get promoted out of the management training program at a large regional bank, successfully built a brokerage office from scratch at 23 for a large international brokerage firm, grew a subsequent branch’s equity IPO business by ten-fold, and started his own firm at age 30.

Ryan is a Certified Financial Planner^® practitioner, ten-time (2016-2025) Five Star Wealth Manager award winner, was named a Rising Star award winner (2011) by KC Business Magazine, and has been quoted on the markets and financial planning in CNN, Forbes, CNBC, Yahoo Finance, The Kansas City Star and The Kansas City Business Journal. His prior civic roles include: Finance Chair on Kansas City Club board of directors, President of the Kansas City Chapter of the MU Business School Alumni Association, Board Member of the KC chapter of the MU Alumni Association, Board Member of Young Friends of the Northland – a Greater Kansas City Community Foundation sponsored organization, MU Business School Mentor, Eagle Scout volunteer, Chairman of the Ambassador Group for the Northland Chamber of Commerce, Ambassador for the Greater Kansas City Chamber of Commerce, and Guest Finance Lecturer for the Helzberg School of Management at Rockhurst University.

Ryan double majored in Finance and Real Estate at the University of Missouri where he was a student senator, homecoming king candidate, and named Most Outstanding Brother by his social fraternity. In addition to founding the wealth management firm, he is a private investor in real estate developments containing 593 luxury apartments, approximately 100,000 square feet of office space, and 68,000 square feet of retail space.

More entertainingly, there was a period during his 20s when he was also the drummer in a small-time rock ‘n’ roll band that had over 40 original songs and a stable of 80s and early 90s classic rock covers. Some of the original songs can be found and played on streaming services.

See Accomplishments

This award was issued on 01/01/2025 by Five Star Professional (FSP) for the time period 04/10/2024 through 10/31/2024. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2000 Kansas City-area wealth managers were considered for the award; 121 (6 % of candidates) were named 2025 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2024: 1,897, 136, 7%, 1/1/24, 4/10/23 - 10/31/23; 2023: 1,843, 138, 7%, 1/1/23, 4/18/22 - 10/21/22; 2022: 1,670, 128, 8%, 1/1/22, 4/20/21 - 10/15/21; 2021: 1,678, 118, 7%, 1/1/21, 4/20/20 - 10/23/20; 2020: 1,579, 115, 7%, 1/1/20, 4/1/19 - 11/13/19; 2019: 1,574, 134, 9%, 1/1/19, 5/11/18 - 11/27/18; 2018: 1,387, 119, 9%, 1/1/18, 5/17/17 - 11/30/17; 2017: 952, 212, 22%, 12/1/16, 3/26/16 - 11/28/16; 2016: 880, 216, 25%, 11/1/15, 5/20/15 - 10/15/15; 2015: 1,572, 201, 13%, 12/1/14, 5/20/14 - 10/15/14; 2014: 785, 176, 22%, 12/1/13, 5/20/13 - 10/15/13; 2013: 766, 203, 27%, 12/1/12, 5/20/12 - 10/15/12; 2012: 676, 200, 30%, 11/1/11, 5/20/11 - 10/15/11.

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Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.