Broker Check
Ryan C. Rayburn, CFP®

Ryan C. Rayburn, CFP®

Owner and Senior Advisor

With over 20 years of dedicated experience in the industry, it has been Ryan’s honor to not only assist his own clients, but also to help over 40 financial planners in a leadership capacity at all levels in their careers. Establishing goals, creating a tailored plan to the individual or family, and ultimately achieving those goals, are truly the motivations that keep his passion for this industry strong.

A professional, in-depth analysis focusing on financial independence and retirement planning is the essence of what Ryan and the Strategic Wealth Partners team embody. Taking a holistic approach on all matters, he is able to manage a wide variety of concerns and areas of financial security.

Ryan received his Bachelor of Science in Finance from Arizona State University and has since then earned his designation as a CERTIFIED FINANCIAL PLANNER™ practitioner.  In addition to his education and CFP® certification, Ryan holds the series 6, 7, 24, 31, 63, 65 registrations and multiple state Life and Health licenses. His dedication to the financial services industry has led to prestigious accolades such as Dallas Planner of the Year 2022*, ABS Director of the Year** in 2014, 2015, 2016 and 2017 for Lincoln Financial, recipient of D Magazine’s Top Wealth Managers and Best Financial Planners*** awards in 2020, as well as recognition multiple times for outstanding leadership and production in his previous role as Divisional Vice President at AXA Advisors, LLC.

Ryan is in the best company of all when he comes home to his little girl, Nora, son Everett and beautiful wife, Britt. In his free time, Ryan loves all things cars; you’ll often find him showing his children videos of performance cars, teaching them everything he knows. He has a hidden talent for cooking and weekly date nights often consist of trying out new recipes with his wife. He also finds great joy in giving back—during his time in Arizona he was very involved in the Boys and Girls Club of Greater Scottsdale and the Active Phoenix 20/30, which focuses solely on improving the lives of young children in the local community.  Ryan and the SWP team are passionate about giving back to local Dallas charities and strengthening the community by regularly supporting HopeKids and Jonathan’s Place.

Education, Certifications and Memberships

  • B.A.Sc. Finance, Arizona State University, Tempe
  • CERTIFIED FINANCIAL PLANNER™, CFP Board
  • Series 6, Investment Company Products/Variable Contracts Representative, FINRA
  • Series 7, General Securities Representative, FINRA
  • Series 24, General Securities Principal, FINRA
  • Series 31, Futures Managed Funds Representative, FINRA
  • Series 63, Uniform Securities Agent, FINRA
  • Series 65, Uniform Investment Adviser, FINRA
  • Insurance Agent, Accident, Health, Life, Variable Life, and Variable Annuities, Multiple States

Top Skills

Leadership | Data Analytics | Interpersonal Communication | Investment Strategies | Wealth Management

* This internal award is based on growth and retention of the advisor. No fee was required for nomination, receipt or promotion of this award which was independently granted.

** This internal award is based on growth and retention of the advisor channel in regards to headcount, assets and overall production, as well as good standing with the firm and the financial regulators.

***Certified Financial Planners from the Dallas-Fort Worth chapter of the Financial Planners Association cast online ballots to nominate and vote for planners among this regional chapter. Local financial planners reviewed the final list. D Magazine selected the awards based on these criteria: top firms or teams must have total assets under management for individual clients of at least $100 million; a 95 percent client retention rate in the last two years; no current disciplinary action; and at least five years of experience. They must also be a fiduciary for their clients, and their compensation model cannot be commission-based. Certified Financial Planners from the Dallas-Fort Worth chapter of the Financial Planners Association cast online ballots to nominate and vote for planners among this regional chapter. Local financial planners reviewed the final list. Neither the advisors nor their parent firm pay a fee to D Magazine for the nomination, promotion, or receipt of the award. The award was independently granted and membership in an organization was not required.

 

Ryan Rayburn is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor.  Insurance offered through Lincoln affiliates and other fine companies.  Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Strategic Wealth Partners is not an affiliate of Lincoln Financial Advisors. CRN-4826188-062922