user avatar

Ryan Engle

Advisor at Latitude Advisors, LLC

Updated today

Location

Harmony, NC 28634

Credentials

Series 63, Series 66

Industry experience

5 years

About

Ryan Engle is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and five years of industry experience. He previously worked at Thrivent Financial and Reddon, Koehn & Associates. Outside of his advisory role, Engle is involved in multi-level marketing with Amway. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Client services

Based on Latitude Advisors, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Latitude Advisors, LLC

Debt management Cash flow / budgeting Retirement income strategy Business ownership considerations

Occupation focus

Based on Latitude Advisors, LLC

Founder/Business Owner Retired Executive

Demographic focus

Based on Latitude Advisors, LLC

Approaching retirement Mid-Career Professionals

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Fixed fees up to $10,000 for broad based financial planning services, possibly higher with notification

Percentage

$0 - $1,000,000: Up to 2.00% $1,000,001 - $5,000,000: Up to 1.50% $5,000,001+: Up to 1.00% $0 - $1,000,000: Up to 1.5% $1,000,001 - $5,000,000: Up to 1.25% $5,000,001+: Up to 1.00%

Commissions

Certain associated persons earn commissions as registered representatives and insurance agents; commissions are separate from advisory fees

Project-based

Up to $250/hour for specific financial planning services

Subscriptions

Negotiable retainer fees for ongoing financial planning and consulting services

Other

Fee-only: Fixed fees up to $10,000 for broad based financial planning services; hourly fees up to $250/hour for specific services; negotiable retainer fees for ongoing consulting

Location

1716 W Memorial Highway

Harmony, NC 28634

Most active in

North Carolina

Work history

GWN Securities Inc.

2026 - Present (1 year)

LPL Financial LLC

2023 - 2026 (3 years)

Thrivent Financial

2021 - 2023 (2 years)

Thrivent Financial

2020 - 2021 (1 year)

Thrivent Investment Management Inc

2020 - 2023 (3 years)

UnEMPLOYED

2020 - 2020 (1 year)

Patriot Well Solutions

2020 - 2020 (1 year)

Reddon, Koehn & Associates

2016 - 2020 (4 years)

UnEMPLOYED

2016 - 2016 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Brandyn S

CFP®, Series 63, Series 66

Hamptonville, NC

Kestra Advisory

Brandyn Shetler is a Certified Financial Planner® with seven years of industry experience. He is currently with Kestra Advisory Services and Kestra Investment Services, having previously worked at The Vanguard Group. Prior to his financial career, he was involved with Nomad Aquatics and Fitness Center and the University of North Carolina at Charlotte. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving large institutional investors and pooled employer plan arrangements.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive

Christopher F

Series 66

Yadkinville, NC

Edward Jones

Christopher Funk is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. Outside of his advisory role, he serves on the Stewardship and Finance Committee of Deep Creek Friends Meeting in Yadkinville, NC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a network of over 23,000 financial advisors and more than 15,000 branch offices nationwide.

College savings (529s, UTMA, etc.) Retirement income strategy General estate planning guidance Multi-generational wealth transfer Wealth management Retired Founder/Business Owner Executive

Laurie L

Series 66

Mocksville, NC

Edward Jones

Laurie Laucks is a financial advisor at Edward Jones with eight years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2016 and previously operated a business called Life's A Stitch from 2014 to 2016. Edward Jones serves more than four million individual and institutional clients with a wide range of wealth management services, operating under a fiduciary standard and managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning Business Financial Management General estate planning guidance Military & Veterans Founder/Business Owner
user avatar

Casey B

Series 66

Yadkinville, NC

Edward Jones

Casey Best is a financial advisor at Edward Jones with seven years of experience. She holds the Series 66 designation and previously worked in the Vail School District and had periods away from the workforce. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs and investment options supported by a large national network of advisors and branches.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")