Ryne Otis
ChFC®, CAP®, CLU®, WMCP®, SE-AWMA™, RICP®, AWMA™, ABFP™, AAMS™, ADPA™, CRPC™, CRPS™, CSRIC®; Financial Advisor & Limited Partner with Edward Jones
- Role
- Financial Advisor & Limited Partner at Edward Jones
- Location
- Fort Wayne, IN, US
- LinkedIn followers
- 500 followers
About Ryne Otis
Ryne M. Otis, ChFC®, CAP®, CLU®, ChSNC®, SE-AWMA®, WMCP®, AWMA®, RICP®, ABFP™, AAMS™…
Experience
Financial Advisor & Limited Partner
Dec 2016 — Present · Marion, IN, US
As a financial advisor, my mission is to develop enduring relationships with clients by providing expert guidance for a lifetime of financial security. I believe it is very important to invest my time to understand what you are working towards before you invest your money. I work with clients to identify their financial security needs and then focus on solutions that can help make those financial goals a reality.
Education
College for Financial Planning
Sports & Entertainment Accredited Wealth Management AdvisorSM (SE-AWMA®)
2024 — 2024
The American College of Financial Services
Chartered Life Underwriter® (CLU®), Advanced Estate Planning, Advanced Insurance Planning, Life Insurance Law, Income Taxation
College for Financial Planning
CRPC®, CRPS®, AAMS®, Investment, retirement, taxation, and estate planning
The American College of Financial Services
Wealth Management Certified Professional® (WMCP®), Wealth Management
The American College of Financial Services
Chartered Advisor in Philanthropy® (CAP®), Philanthropy, Legacy Planning, Estate Planning
College for Financial Planning
Accredited Behavior Finance Professional (ABFP), Behavior Finance
The American College of Financial Services
Masters of Science in Financial Planning (MSFP), Tax Planning, Estate & Legacy Planning, Retirement Planning, Philanthropy
The American College of Financial Services
Chartered Financial Consultant® (ChFC®), Advance Retirement Planning, Income Taxation, Advance Investment Planning, Estate Planning
The American College of Financial Services
Retirement Income Certified Professional® (RICP®), Advanced Retirement Plannng
2022
Taylor University
Bachelor of Science (BS), Finance & Economics
2008 — 2012
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