RK
RK

Ryan Richard Kolden

2 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
565 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$590.3M

Fee Structure

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Location

25 Burlington Mall Road, Suite 404, Burlington, MA, 01803

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Ryan assists clients with mortgage pay down strategies through Kolden Wealth and Mortgage Free Life, and offers tax credits as a sub-distributor. These activities require minimal time commitment and are investment-related.

Employment History
Current Registrations
Rpg Family Wealth Advisory, LLC
September 2023 - Present · 2 yrs 5 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.