Merrill
46yrs
Top advisor by experience in Gilbert
14yrs
Based in Gilbert, Arizona, Ryan Larson is a fiduciary financial advisor with 14 years of industry experience. Ryan joined Firstline Financial in 2020, after five years at Kalos Management and a year at Bridgelight Capital. Firstline Financial offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.
One of 520 advisors with offices in Gilbert, and one of 502 fiduciaries.
At a glance
Experience14 years (since 2013)
How that compares ?More experience than 58% of advisors in Gilbert
Office2162 E Williams Field Rd Suite 111, Gilbert, AZ 85295
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$393,189
States licensed ?1 state
Services through Firstline Financial
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2020 – nowFirstline Financial LLCCurrent firm
- 2015 – 2020Kalos ManagementPreviously
- Aug 2014 – Aug 2015Bridgelight Capital LLCPreviously
- Feb 2014 – May 2014Kalos ManagementPreviously
- Apr 2013 – Feb 2014Madison Avenue Securities, LLCPreviously
Contact Ryan
(480) 788-7290Firstline Financial main office 2162 E Williams Field Rd Suite 111Gilbert, AZ 85295Office · Get directions LinkedIn pageFirstline Financial
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Questions to ask Ryan
Tailored to Ryan’s registration and firm.
- 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 Firstline Financial at (480) 788-7290 and ask for Ryan Larson. Ryan works from the Gilbert, AZ office.
How long has Ryan been a financial advisor?
Ryan has been in the industry since 2013, about 14 years. More experience than 58% of advisors in Gilbert.
What licenses does Ryan hold?
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?
Firstline Financial 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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