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Advisors / Washington / Puyallup
7yrs

Ryan McCloskey

Financial advisor at State Farm Investment Management

Ryan McCloskey has worked in the financial industry for 7 years and is a fiduciary financial advisor based in Puyallup, Washington. Ryan joined State Farm Investment Management in 2021, a firm offering investment management. State Farm Investment Management reports being paid through a percentage of assets.

One of 71 advisors with offices in Puyallup, and one of 65 fiduciaries.

Puyallup, WA 98373Fiduciary advisor

At a glance

Experience7 years (since 2019)
How that compares ?7 years in the industry
Office9909 Canyon Rd E, Puyallup, WA 98373
How the firm is paid ?Percent of assets
Typical client at the firm ?$133,928
Advisors at the firm7,113
States licensed ?1 state

Services through State Farm Investment Management

Investment management for individuals and small businessesManaging mutual funds

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 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2021 – now

Questions to ask Ryan

Tailored to Ryan’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. Where would my money be held, and will I get statements directly from that firm?
  3. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Ryan

How do I contact Ryan?

Call State Farm Investment Management at (800) 447-0740 and ask for Ryan McCloskey. Ryan works from the Puyallup, WA office.

How long has Ryan been a financial advisor?

Ryan has been in the industry since 2019, about 7 years. 7 years in the industry.

What licenses does Ryan hold?

Series 63, Series 65. 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?

State Farm Investment Management reports being paid by a percentage of the assets they manage. 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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