Wells Fargo Advisors
40yrs
Top advisor by experience in Grants Pass
24yrs
Ryan Birch has worked in the financial industry for 24 years and is a fiduciary financial advisor based in Grants Pass, Oregon. After 19 years at Edward Jones, Ryan joined Kingsview Wealth Management in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. Ryan holds the CFP® designation.
One of 76 advisors with offices in Grants Pass, and one of 72 fiduciaries.
At a glance
Experience24 years (since 2002)
How that compares ?Top 25% by experience in Grants Pass
Office509 SE 7th Street 2nd Floor, Grants Pass, OR 97526
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$703,115
Advisors at the firm116
States licensed ?1 state
Services through Kingsview Wealth Management
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Oct 2025 – nowKingsview Wealth Management, LLCCurrent firm
- 2007 – 2025Edward JonesPreviously
Contact Ryan
Local office(541) 291-4405Ask for Ryan. (312) 870-6701Main office 509 SE 7th Street 2nd FloorGrants Pass, OR 97526Office · Get directions YouTube channelKingsview Wealth Management
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Questions to ask Ryan
Tailored to Ryan’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Ryan
How do I contact Ryan?
Call Ryan’s local office at (541) 291-4405 or the Kingsview Wealth Management main office at (312) 870-6701, and ask for Ryan Birch.
How long has Ryan been a financial advisor?
Ryan has been in the industry since 2002, about 24 years. Top 25% by experience in Grants Pass.
What licenses does Ryan hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Ryan a fiduciary?
Ryan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ryan paid?
Kingsview Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Ryan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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