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Ryan David Moore

RETIREMENT SOLUTIONS GROUP
FRANKLIN, TN
·CRD# 3208990·26 years experience

Professional Summary

Ryan David Moore is a registered financial advisor currently at RETIREMENT SOLUTIONS GROUP located in Franklin, Tennessee. Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Ryan has worked at 8 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

26 years in the financial services industry

Current & Past Employments

RETIREMENT SOLUTIONS GROUP·CRD# 289069
RIA
101 Se Parkway Ct Suite 210, Franklin, TN 37064
March 30, 2022 - Present
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.·CRD# 13609
RIA
Pheonix, AZ
September 28, 2010 - February 11, 2011
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.·CRD# 13609
BD
Pheonix, AZ
September 28, 2010 - February 11, 2011
ARETE WEALTH ADVISORS, LLC·CRD# 145488
RIA
Chicago, IL
March 19, 2010 - September 27, 2010
ARETE WEALTH MANAGEMENT, LLC·CRD# 44856
BD
Phoenix, AZ
February 17, 2010 - September 27, 2010
INVEST FINANCIAL CORPORATION·CRD# 12984
RIA
Phoenix, AZ
January 29, 2010 - February 19, 2010
INVEST FINANCIAL CORPORATION·CRD# 12984
BD
Phoenix, AZ
October 31, 2008 - February 19, 2010
MORGAN PEABODY, INC.·CRD# 38306
BD
Phoenix, AZ
July 5, 2006 - November 3, 2008
BOFA DISTRIBUTORS, INC.·CRD# 30683
BD
Boston, MA
November 6, 2000 - June 13, 2001
MFS FUND DISTRIBUTORS, INC.·CRD# 31052
BD
Boston, MA
March 16, 2000 - November 8, 2000

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Current Firm

RS
RETIREMENT SOLUTIONS GROUP

RETIREMENT SOLUTIONS GROUP | RETIREMENT SOLUTIONS GROUP, INC.

CRD#: 289069 / SEC#: 801-136002
RIA
Registered Investment Advisory firm - SEC (5/11/2026 Approved)
Tennessee
Registered Investment Advisory firm - Tennessee (5/19/2026 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

101 Se Parkway Ct Suite 210, Franklin, TN 37064

Phone Number

(615) 467-6300

# of Employees

7

SEC notice filing (2 States and Territories)

Registered to provide investment advisory services in 2 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV2A&2B SEC (5/13/2026)

Regulatory Assets Under Management

Total Number of Accounts

661

AUM (Assets Under Management)

$159,620,234

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

(1)INDEPENDENT INSURANCE AGENT; INVESTMENT RELATED; FRANKLIN, TN; INSURANCE SALES; START DATE 05/2015; APPROX 50% OF TIME; RETIREMENT SOLUTIONS GROUP, LLC; PARTNER; FRANKLIN, TN; INSURANCE DBA AND LEGAL PLANNING SERVICES; START DATE 11/2017
(2) RSG Gives Back Inc.; No; Franklin, TN; Non-Profit; President/Director; 11/2025; Less than 1% of his total time.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RS
RETIREMENT SOLUTIONS GROUP

RETIREMENT SOLUTIONS GROUP | RETIREMENT SOLUTIONS GROUP, INC.

CRD#: 289069 / SEC#: 801-136002
RIA
Registered Investment Advisory firm - SEC (5/11/2026 Approved)
Tennessee
Registered Investment Advisory firm - Tennessee (5/19/2026 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Tennessee
(3/30/2022)
IAR
Texas
(7/10/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jul 2021About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jun 2006About the Series 63 exam

Series 7 — General Securities Representative Examination

Passed May 2006About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Mar 2000About the Series 6 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Ryan David Moore's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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