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Ryan Skaggs

Advisor at The Shield Finance

Updated today

Location

Bloomington, IN

Credentials

Series 65

About

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.

Client services

Based on The Shield Finance

Financial planning Portfolio management Educational seminars or workshops Financial coaching and education

Expertise

Based on The Shield Finance

Retirement income strategy General retirement planning Cash flow / budgeting

Demographic focus

Based on The Shield Finance

Mid-Career Professionals Young Professionals Approaching retirement

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Fee options

Fixed

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

Percentage

$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

Project-Based Financial Planning at $250/hour with two-hour minimum

Subscriptions

SHIELD Financial Coaching ongoing monthly fees between $99 and $199

Other

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

Location

Bloomington, IN

Most active in

Indiana

Work history

The Shield Finance, LLC

2025 - Present (1 year)

Indiana University Police Department

2011 - Present (15 years)

Disclosures

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

Business activities & affiliations

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Options & derivatives strategies Active portfolio management
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CFA®

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Active portfolio management Concentrated stock management
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John B

Series 65

Bloomington, IN

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Wealth management Founder/Business Owner
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Kinder D

Series 65

Nashville, IN

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Concentrated stock management Passive / index investing General retirement planning General tax planning
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Series 65

Bloomington, IN

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Tax-loss harvesting Active portfolio management Income planning
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Ronald D

CFP®, Series 63, Series 65

Bloomington, IN

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Options & derivatives strategies Real estate investing
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