Ryan Skaggs
Advisor at The Shield Finance
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at The Shield Finance
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Bloomington, IN
Credentials
Series 65
Ryan Skaggs is a financial advisor at The Shield Finance in Bloomington, IN, holding a Series 65 credential. He provides financial education, coaching, and investment advisory services with a focus on first responders and their families. The Shield Finance offers fee-only financial education and planning services tailored to public safety professionals, delivering primarily non-discretionary investment management alongside financial coaching and educational seminars. The firm emphasizes asset allocation and modern portfolio principles while offering flexible planning engagements based on career life stage and project scope.
Based on The Shield Finance
Based on The Shield Finance
Based on The Shield Finance
Ongoing Financial Planning annual flat fee ranging from $1,750 to $7,500 by service tier; Educational Seminars fees ranging from $1,000 to $5,000 per seminar; SHIELD Financial Coaching initial fixed fee from $500 to $2,000
$0 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.75% Above $10,000,000+: Negotiable
Project-Based Financial Planning at $250/hour with two-hour minimum
SHIELD Financial Coaching ongoing monthly fees between $99 and $199
Account minimum: $1,000,000 Fee-only: Ongoing Financial Planning annual flat fees ranging from $1,750 to $7,500 depending on tier; Project-Based Financial Planning charged hourly at $250 per hour with a two hour minimum; SHIELD Financial Coaching initial fee $500–$2,000 plus ongoing monthly fees of $99–$199; Educational Seminars $1,000–$5,000 per seminar
Bloomington, IN
Indiana
The Shield Finance, LLC
2025 - Present (1 year)
Indiana University Police Department
2011 - Present (15 years)
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Insurance agent
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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