Carrie Ryan, CFP

Financial Advisor

Awards & Distinctions

Carrie Ryan was recognized as a member of Wells Fargo Advisors Financial Network Platinum Council* distinction in 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, and 2022.

Carrie Ryan was recognized as a Five Star Wealth Manager** in Indianapolis in 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2020, 2021, and 2022. 

*The Platinum Council (previously known as 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 the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.

 

** This award was issued on 09/01/2022 by Five Star Professional (FSP) for the time period 12/27/2021 through 06/24/2022. 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 or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser 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. 1673 Indianapolis-area wealth managers were considered for the award; 131 (8 % of candidates) were named 2022 Five Star Wealth Managers. Visit www.fivestarprofessional.com. 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. Award issued on 09/01/2021 by Five Star Professional (FSP) for the time period 12/07/2020 through 07/02/2021. 1716 Indianapolis-area wealth managers were considered for the award; 128 (7 % of candidates) were named Five Star Wealth Managers. Award issued on 09/01/2020 by Five Star Professional (FSP) for the time period 12/02/2019 through 6/12/2020. 1786 Indianapolis-area wealth managers were considered for the award; 143 (8 % of candidates) were named Five Star Wealth Managers. Award issued on 09/01/2019 by Five Star Professional (FSP) for the time period 11/19/2018 through 06/28/2019. 1659 Indianapolis-area wealth managers were considered for the award; 153 (9 % of candidates) were named Five Star Wealth Managers. Award issued on 09/01/2018 by Five Star Professional (FSP) for the time period 12/28/2017 through 07/23/2018. 1588 Indianapolis-area wealth managers were considered for the award; 149 (9 % of candidates) were named Five Star Wealth Managers. Award issued on 09/01/2017 by Five Star Professional (FSP) for the time period 12/29/2016 through 07/13/2017. 1164 Indianapolis-area wealth managers were considered for the award; 182 (16 % of candidates) were named Five Star Wealth Managers. Award issued on 08/01/2016 by Five Star Professional (FSP) for the time period 01/15/2016 through 07/21/2016. 1083 Indianapolis-area wealth managers were considered for the award; 332 (31 % of candidates) were named Five Star Wealth Managers. Award issued on 09/01/2015 by Five Star Professional (FSP) for the time period 01/15/2015 through 07/21/2015. 1743 Indianapolis-area wealth managers were considered for the award; 348 (20 % of candidates) were named Five Star Wealth Managers. Award issued on 09/01/2014 by Five Star Professional (FSP) for the time period 01/15/2014 through 07/21/2014. 2009 Indianapolis-area wealth managers were considered for the award; 360 (18 % of candidates) were named Five Star Wealth Managers. Award issued on 09/01/2013 by Five Star Professional (FSP) for the time period 01/15/2013 through 07/21/2013. 1624 Indianapolis-area wealth managers were considered for the award; 413 (25 % of candidates) were named Five Star Wealth Managers. Award issued on 09/01/2012 by Five Star Professional (FSP) for the time period 01/15/2012 through 07/21/2012. 1375 Indianapolis-area wealth managers were considered for the award; 387 (28 % of candidates) were named Five Star Wealth Managers.

 

 

PM-10112025-6228744.2.1

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
This information is intended for use only by residents of (AL, AZ, CA, CO, FL, GA, IL, IN, MN, MO, MS, MT, NC, NJ, NM, OH, PR, SC, TN, TX, VA, WA, WI). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social. © 2022 Wells Fargo Clearing Services, LLC. All rights reserved.