RW
Ryan P. Williamson
HORIZON WEALTH MANAGEMENT
La Grange, IL 60525
Some features on this profile are disabled
CRD#: 3262671
RW
Professional summary
Ryan Patrick Williamson, AIF®, CFP®, who also goes by Ryan Patrick Williamson,, Ryan Patrick Williamson, Aif, is a registered financial advisor currently at HORIZON WEALTH MANAGEMENT located in La Grange, Illinois and LPL FINANCIAL LLC located in Los Angeles, California.
Ryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Ryan has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ryan Patrick Williamson, | Ryan Patrick Williamson, Aif
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. 7/26/2005 - DBA ONLY - WILLIAMSON WEALTH MANAGEMENT 2. 3/20/2008 - REAL ESTATE RENTAL - CALENDAR REALTY, LLC - WE ARE PURCHASING AN OFFICE CONDO. THREE OF US (ALL LPL ADVISORS) AND AN ESTATE PLANNING ATTORNEY ARE BUYING IT. WE WILL HAVE ANOTHER LPL ADVISOR IN THE OFFICE PAYING US RENT. - TIME SPENT 10% 3. 1/30/2009 - DBA ONLY - HORIZON WEALTH MANAGEMENT 4. 04/24/2014 - HORIZON WEALTH MANAGEMENT - REGISTERED INVESTMENT ADVISOR - HORIZON WEALTH MANAGEMENT - WE WILL BE PROVIDING FINANCIAL PLANS FOR HOURLY FEES, VERY SIMILARLY TO THE CURRENT STRUCTURE THROUGH LPL - TIME SPENT 60% - LAGRANGE, IL 5. 05/14/2014 - WILLIAMSON WEALTH MANAGEMENT - NON-VARIABLE INSURANCE - I WILL BE USING OUTSIDE VENDORS SUCH AS CRUMP. - TIME SPENT 5% - LAGRANGE, IL 6. 08/18/2015 - RRP HOLDINGS, LLC - REAL ESTATE RENTAL - NOT INV REL - AT REPORTED BUSINESS LOCATION(S) - 22 CALENDAR COURT, SUITE D, LAGRANGE, IL 60525 - START 01/01/2015 - 1 HR/ MO MPT DURING SECS TRDG HRS. 7. 6/12/2018 - No Business Name - Not Investment Related - Outside/W-2 Employment - Start Date:01/01/2018 - 10 Hour(s) Per Month/0 Hour(s) During Trading - play guitar in a band. 8. 10/9/2019 - "Drafting Your Financial Quarterback" - Investment Related - At Reported Business Location(s) - Other-Author - Started 09/24/2019 - 1 Hour Per Month/0 Hours During Securities Trading - Wrote a book in 2018 and sell it on amazon and at public speaking events.
CRS (Client Relationship Summary) - RIA
Click below to view Ryan Patrick Williamson's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2008
Experience
Current
April 15, 2014 - Present
HORIZON WEALTH MANAGEMENT
Office #1: 22 Calendar Court 2nd Floor, La Grange, IL 60525RIA
CRD#: 170255
La Grange, IL
Current
March 24, 2005 - Present
LPL FINANCIAL LLC
Office #1: 1880 Century Park East Suite 1008, Los Angeles, CA 90067Office #2: 22 Calendar Ct 2nd Fl, Lagrange, IL 60525-2373RIA
BD
CRD#: 6413
Los Angeles, CA
Past
August 3, 2005 - November 2, 2015
LPL FINANCIAL LLC
RIA
CRD#: 6413
LAGRANGE, IL
Past
August 29, 2000 - March 29, 2005
EDWARD JONES
BD
CRD#: 250
ST. LOUIS, MO
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".
HW
HORIZON WEALTH MANAGEMENT
HORIZON WEALTH MANAGEMENT | RW WEALTH MANAGEMENT | HORIZON WEALTH MANAGEMENT, LLC
CRD#: 170255 / SEC#: 801-79492
RIA
Registered Investment Advisory firm - (4/15/2014 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(1/3/2007)
RR
Arkansas(8/13/2024)
RR
California(3/24/2005)
RR
Colorado(4/3/2012)
RR
District of Columbia(8/21/2024)
RR
Florida(7/7/2008)
RR
Georgia(3/18/2022)
RR
Illinois(3/24/2005)
IAR
Illinois(4/15/2014)
RR
Indiana(4/30/2014)
RR
Louisiana(9/10/2015)
RR
Maine(3/24/2005)
RR
Massachusetts(3/18/2022)
RR
Michigan(5/14/2012)
RR
Minnesota(3/18/2022)
RR
Missouri(10/8/2024)
RR
Montana(1/16/2025)
RR
New Mexico(1/10/2025)
RR
New York(3/30/2022)
RR
North Carolina(1/4/2019)
RR
Ohio(2/28/2011)
RR
Oregon(3/30/2022)
RR
South Carolina(8/10/2016)
RR
Tennessee(7/28/2022)
RR
Texas(8/10/2016)
RR
Utah(3/18/2022)
RR
Virginia(3/18/2022)
RR
Washington(3/18/2022)
RR
Wisconsin(12/6/2013)
RR
Wyoming(1/8/2016)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
HW
HORIZON WEALTH MANAGEMENT
HORIZON WEALTH MANAGEMENT | RW WEALTH MANAGEMENT | HORIZON WEALTH MANAGEMENT, LLC
CRD#: 170255 / SEC#: 801-79492
RIA
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Contact information
Main Address
22 Calendar Court 2nd Floor, La Grange, IL 60525
Mailing Address
Phone number
(708) 352-4300
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (17 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,073 |
| AUM (Assets Under Management) | $ 945,761,317 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
