Robert W. Baird & Co.
47yrs
Top advisor by experience in Denver
19yrs
Rian Morrissey
Financial advisor at Kestra Advisory Services
Rian Morrissey is a fiduciary financial advisor in Denver, Colorado, with 19 years in the industry. After less than a year at Edward Jones and a year at Merrill, Rian joined Kestra Advisory Services in 2019, a firm offering financial planning, investment management, and retirement plan consulting. Rian holds the CFP® designation.
One of 2610 advisors with offices in Denver, and one of 2345 fiduciaries.
At a glance
Experience19 years (since 2007)
How that compares ?More experience than 68% of advisors in Denver
Office1490 S. Pearl St., Denver, CO 80210
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$618,892
Advisors at the firm1,452
States licensed ?1 state
Services through Kestra Advisory Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing 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
- 2019 – nowKestra Advisory Services, LLCCurrent firm
- Jan 2019 – Apr 2019Edward JonesPreviously
- Jul 2011 – Jul 2012MerrillPreviously
Contact Rian
(844) 553-7872Firm headquarters in Austin, TX. Ask for Rian. 1490 S. Pearl St.Denver, CO 80210Office · Get directions X (Twitter) pageKestra Advisory Services
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Questions to ask Rian
Tailored to Rian’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 Rian
How do I contact Rian?
Call Kestra Advisory Services at (844) 553-7872 and ask for Rian Morrissey. Rian works from the Denver, CO office.
How long has Rian been a financial advisor?
Rian has been in the industry since 2007, about 19 years. More experience than 68% of advisors in Denver.
What licenses does Rian hold?
Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.
Is Rian a fiduciary?
Rian is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Rian paid?
Kestra Advisory Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Rian 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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