William Blair & Company
47yrs
Top advisor by experience in Illinois
4yrs
Ryan Carter
Financial advisor at Funded Life Financial
Ryan Carter is a fiduciary financial advisor in Chicago, Illinois, with 4 years in the industry. Ryan joined Funded Life Financial in 2023, a firm offering financial planning, investment management, and selecting outside investment managers. Ryan’s designations include CFP® and ChFC.
One of 6312 advisors with offices in Chicago, and one of 5878 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
OfficeChicago, IL
How the firm is paid ?Percent of assets, Flat fee
States licensed ?1 state
Services through Funded Life Financial
Financial planningInvestment management for individuals and small businessesChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2023 – nowFunded Life Financial, LLCCurrent firm
Contact Ryan
(312) 719-1095Funded Life Financial main office Chicago, ILOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Ryan
How do I contact Ryan?
Call Funded Life Financial at (312) 719-1095 and ask for Ryan Carter. Ryan works from the Chicago, IL office.
How long has Ryan been a financial advisor?
Ryan has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Ryan hold?
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?
Funded Life Financial reports being paid by a percentage of the assets they manage, 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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