RYAN WHELESS
Phone: 281-444-7555
Fax: 832-249-6688
Email:
ryan@AlliedWealthManagement.com
CORPORATE OFFICE
5629 FM 1960 Rd. West, Suite 216
Houston, TX 77069
- Recent financial statements: Brokerage Statements, Bank Statements, 401K/403B Statements, Annuity Statements, etc.
- Last years tax return
- Policies: Life Ins., Long Term Care, Annuities, Medicare Supplement Policies etc…
- Please allow approx.1 hour
- We will call you soon to confirm your appointment time
REFERENCES:
Texas State Securities Board
512-305-8300
www.ssb.state.tx.us
CRD 144351
Texas Department of Insurance
512-463-6169
www.tdi.state.tx.us
License 1378084
Certified Commercial Investment Manager
800-621-7027
www.ccim.com
Member 12641
Federal Aviation Administration
A.T.P. #4230902
NAIFA
Texas NAIFA
Houston NAIFA
713-526-5331
www.houstonaifa.org
Member 1583183
National Council on Aging
202-479-1200
www.ncoa.org
Ryan Wheless 38379
Leah Wheless 37412
Financial Planning Association
800-322-4237
www.fpanet.org
Member 312313
The Better Business Bureau of Metropolitan Houston
713-868-9500
www.bbbhou.org
Senior Financial Planning
Allied Wealth Management