Wealth Advisor
Current
Jun 2024 - Present
AeroLeads people directory · profile
Ryan Bly, Cpfa®, Cepa Email & Phone Number
Wealth Advisor helping business owners, professionals, and families develop a financial plan to pursue their unique goals. Exit Planning, Insurance, Investment Strategies, Employer Plans.
at
Mercer Advisors
1 work email found
@emprisebank.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Wealth Advisor helping business owners, professionals, and families develop a financial plan to pursue their unique goals. Exit Planning, Insurance, Investment Strategies, Employer Plans.
Location
Kansas City, Missouri, United States
Who is Ryan Bly, Cpfa®, Cepa? Overview
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Quick answer
Ryan Bly, Cpfa®, Cepa is listed as Wealth Advisor helping business owners, professionals, and families develop a financial plan to pursue their unique goals. Exit Planning, Insurance, Investment Strategies, Employer Plans. at Mercer Advisors, based in Kansas City, Missouri, United States. AeroLeads shows a work email signal at emprisebank.com and a matched LinkedIn profile for Ryan Bly, Cpfa®, Cepa.
Ryan Bly, Cpfa®, Cepa previously worked as Wealth Advisor at Mercer Advisors and VP | Wealth Advisor at Emprise Bank. Ryan Bly, Cpfa®, Cepa holds B.S., Financial Services from Columbia College.
Company email context
Email format at Mercer Advisors
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*@emprisebank.com
68% confidence
AeroLeads found 1 current-domain work email signal for Ryan Bly, Cpfa®, Cepa. Compare company email patterns before reaching out.
Profile bio
About Ryan Bly, Cpfa®, Cepa
Ryan began his career in the financial services industry at UMB Bank in 2006. He later advanced to the bank's private wealth division, where he obtained the Series 7, 66, and Life & Health licenses. Subsequent wealth advisor roles further fueled his passion for financial planning, bringing solutions to complex financial needs of high-net-worth clients, with particular emphasis on women investors and business owners. Ryan joined Mercer Advisors in 2024. He holds the Certified Plan Fiduciary Advisor CPFA® and Certified Exit Planning Advisor CEPA® designations, reflecting his commitment to consulting and management of 401(k) and ERISA plans and educating business owners on all their exit options; collaborating with a seasoned, multi-disciplinary team of professionals to support the success of the business owner. Outside of work you’ll find him spending time with his wife, four kids, and cats in Kansas City, MO.To schedule a time to chat call: 314-408-3103 or click on my Calendly link:https://calendly.com/rbly-merceradvisors
Listed skills include Series 7, Series 66, Life And Health Insurance Licenses, Wealth Management, and 15 others.
Current workplace
Ryan Bly, Cpfa®, Cepa's current company
Company context helps verify the profile and gives searchers a useful next step.
8 roles
Ryan Bly, Cpfa®, Cepa work experience
A career timeline built from the work history available for this profile.
Vp | Wealth Advisor
Led the financial planning, 401(k), exit planning, brokerage, and business development for high-net-worth clients and business owners, exceeding expectations for client retention and new client acquisition.Mentored and coached an advisor and banking staff, resulting in an increase in closed referrals and a combined AUM growth of $50 million in 2023..
Feb 2022 - Dec 2023
Wealth Advisor
- I joined the advisor team at LPL Financial to bring a collaborative, team approach to the client experience. By listening to each client and understanding how I can provide value, my experience and distinct personal.
- Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.
- Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
- The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from.
Dec 2020 - Jan 2022
Wealth Management Advisor
I joined U.S. Bancorp Investments, Inc. to bring a collaborative, team approach to the client experience. By listening to each client and understanding how I can provide value, my experience and distinct personal service help families and businesses on the path to accomplishing their goals. I graduated from Columbia College with a degree in Business.
Dec 2017 - Nov 2020
Assistant Vice President, Financial Advisor
Commerce Brokerage Services, Inc.
I joined Commerce Brokerage Services, Inc. to bring a collaborative, team approach to the client experience. By listening to each client and understanding how I can provide value, my experience and distinct personal service help families and businesses on the path to accomplishing their goals. I graduated from Columbia College with a degree in Business.
Aug 2013 - Dec 2017
Investment & Wealth Management Associate
Umb Financial Services, Inc. (Umb Bank)
Jul 2009 - Aug 2013
Floating Retail Specialist
Umb Financial Services, Inc. (Umb Bank)
Nov 2006 - Jul 2009
Teller
Umb Financial Services, Inc. (Umb Bank)
Feb 2006 - Nov 2006
3 education records
Ryan Bly, Cpfa®, Cepa education
B.S., Financial Services
Columbia College
B.S., Music-Classical Guitar
Southwest Baptist University
Education record
Rockhurst High School
FAQ
Frequently asked questions about Ryan Bly, Cpfa®, Cepa
Quick answers generated from the profile data available on this page.
What company does Ryan Bly, Cpfa®, Cepa work for?
Ryan Bly, Cpfa®, Cepa works for Mercer Advisors.
What is Ryan Bly, Cpfa®, Cepa's role at Mercer Advisors?
Ryan Bly, Cpfa®, Cepa is listed as Wealth Advisor helping business owners, professionals, and families develop a financial plan to pursue their unique goals. Exit Planning, Insurance, Investment Strategies, Employer Plans. at Mercer Advisors.
What is Ryan Bly, Cpfa®, Cepa's email address?
AeroLeads has found 1 work email signal at @emprisebank.com for Ryan Bly, Cpfa®, Cepa at Mercer Advisors.
Where is Ryan Bly, Cpfa®, Cepa based?
Ryan Bly, Cpfa®, Cepa is based in Kansas City, Missouri, United States while working with Mercer Advisors.
What companies has Ryan Bly, Cpfa®, Cepa worked for?
Ryan Bly, Cpfa®, Cepa has worked for Mercer Advisors, Emprise Bank, Lpl Financial, U.S. Bancorp Investments, Inc., and Commerce Brokerage Services, Inc..
How can I contact Ryan Bly, Cpfa®, Cepa?
You can use AeroLeads to view verified contact signals for Ryan Bly, Cpfa®, Cepa at Mercer Advisors, including work email, phone, and LinkedIn data when available.
What schools did Ryan Bly, Cpfa®, Cepa attend?
Ryan Bly, Cpfa®, Cepa holds B.S., Financial Services from Columbia College.
What skills is Ryan Bly, Cpfa®, Cepa known for?
Ryan Bly, Cpfa®, Cepa is listed with skills including Series 7, Series 66, Life And Health Insurance Licenses, Wealth Management, Finance, Relationship Management, Loans, and Banking.
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