CEO and Founder
Ryan Wheless, president and founder of Allied Wealth, has been helping clients reach and maintain their financial goals for over a decade. As a trusted advisor, Ryan takes a comprehensive approach with his clients and assists them in achieving their financial goals. He thoroughly educates his clients about the advantages and disadvantages of the financial decisions they make and helps them create and execute a material financial, tax, and estate plan that guides them to and through retirement.
Ryan currently holds the CRPC, CCIM, and ATP designations. Ryan continues to educate himself to stay at the forefront of planning and investments for his clients. Ryan’s professional licenses include a Series 65 Securities License and a Life and Health Insurance License.
As a trusted advisor, Ryan has been featured in Forbes, Money, and Fortune Magazines. He has also been featured on Fox Business News, Fortune Knowledge Group and appears regularly on Great Day Houston. Ryan and Allied Wealth have achieved the Highest Rating offered through the Better Business Bureau and are two-time Five Star Wealth Manager award winners.
His Effect on the Financial Services Industry
Ryan formally served as President of Formula Folios, LLC of Grand Rapids, Michigan, an SEC-regulated corporation managing over 1.5 billion dollars in client assets. Ryan also served on the Formula Folios, LLC Investment Committee and Board of Directors. As a board member, Ryan was responsible for overseeing the long-term direction and growth of Formula Folios, LLC. Formula Folios, LLC was named one of the fastest growing companies in America by Inc. 500.
Ryan also serves as a Financial Advisor Mentor for the Impact Partnership of Atlanta, Georgia. In this role, Ryan has the incredible opportunity to educate financial advisors across the country and help them grow their practices. Ethics, a balanced approach, and fiduciary standards are the core of Ryan’s teaching principles. In all, he has presented to over 1000 advisors, providing them with the knowledge to better serve their clients and their communities.
Ryan also serves as an Advisor to WealthGuard™ and assisted with their product launch. Blueleaf is an account aggregation system allowing investors to see all of their investment accounts in one clear concise format and location. WealthGuard is a revolutionary account monitoring software program designed to help protect investors hard earned money and gains they have earned in the markets. WealthGuard helps investors stay committed to their long-term investment objectives.
Giving Back to the Community
Ryan believes it’s incredibly important to give back to the community. His practice was actively involved in serving the Wounded Warrior Project and, most importantly, now serves the Mighty Oaks Warrior Foundation; both charitable programs help thousands of wounded soldiers suffering from Post-Traumatic Stress Disorder. With 23 Combat Veterans per day taking their own lives right here in the USA, Ryan does everything he can to fight this terrible disorder. Through Wounded Warrior and Mighty Oaks Warrior Programs, Ryan has helped raise over $150,000 for combat veterans suffering from PTSD. As a result of his advocacy, Ryan has received the Mighty Oaks Medal of Honor and also serves on the Mighty Oaks Advisory Board.
Ryan is also a seasoned pilot who has logged over 6000 hours of flight time.