ryan-klose

Ryan Klose

Investment Specialist

Biography

Ryan Klose has been in the financial services industry since 1994. Ryan is an alumnus of Arizona State University - 1994, with a BS in Finance. He services client assets for wealth creation, wealth protection and wealth distribution for over 250 families throughout the country. Along with managing his current clients, he is also responsible for overseeing the investment division for over 80 associates at MassMutual Arizona.

Prior to joining MassMutual Arizona, Ryan was a Senior Vice President of Investments at AIG Financial Group, and Vice President of Investments at Piper Jaffray, where he was recognized as one of “Arizona’s Premier Financial Advisors” in 2004 and 2005.

Ryan specializes in portfolio construction, retirement planning, college funding and asset protection. He believes financial planning is a process, not an event.

Ryan currently holds a Series 7, Series 8, Series 66, Series 65, series 53 and Series 63 securities licenses, as well as both life and health insurance licenses.

He currently resides in Phoenix, AZ, with his wife Kelly and two children, Ethan and Avery. He enjoys golf, playing music and travel with his family. He is also active in the Sun Angel Foundation for ASU athletics.

Ryan Klose is a Registered Representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC, Member SIPC. Supervisory Office: 17550 N. Perimeter Dr., Suite 450, Scottsdale, AZ 85255; Phone: 480-538-2900.

Focus Areas

  • Insurance Strategies
  • Investment Strategies (Reg. Reps Only)
  • Retirement Income Planning
  • College Funding Strategies
  • Risk Management Strategies
  • Financial Education
  • Business Owners

Languages

  • English

CRN202109-253687

Check the background of this investment professional on FINRA's BrokerCheck