Ryan J. Weiser

WEISER FINANCIAL PLANNING LLC

Lewis Center, OH

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CRD#: 4213512

Professional summary

Ryan Joseph Weiser, CFP®, ChFC®, CLU® is a registered financial advisor currently at WEISER FINANCIAL PLANNING LLC located in Lewis Center, Ohio.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Ryan has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Biography

I have lived in Lewis Center, OH since 2004 with my lovely wife Erica and our two wonderful children Ethan (10) and Reagan (8).  We are very active in the local community and we can usually be found at the activity of the day whether it's dance, girl scouts, taekwondo, or travel baseball and soccer. When not shuffling the kids around town I coach youth soccer and enjoy mountain biking and golfing on the weekends.  We are active members of St. Andrew's Anglican Church in Lewis Center and I serve on the finance committee and Vestry.

Question & Answer

What are your service offerings?

Comprehensive Financial Planni...

Business Succession Planning

Social Security Planning

Inheritance

Investment Planning

Insurance Planning

Retirement Planning

Life Transitions

Retirement Income Management

Estate Planning

Tax Planning

Small Business Planning

Divorce Planning

Education Planning

Do you have an area of expertise or specialization?

Business Owners

Corporate Executives

Divorce Planning

Investment Advice with Ongoing...

Retirement Planning & Distribu...

Tax Planning

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Joseph Weiser'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^®

Certified Financial Planner

Start date: 2016

ChFC^®

Chartered Financial Consultant

CLU^®

Chartered Life Underwriter

Experience

Current

September 13, 2017 - Present

WEISER FINANCIAL PLANNING LLC

RIA

CRD#: 289400

Lewis Center, OH

Past

March 28, 2017 - August 23, 2017

OSAIC INSTITUTIONS, INC.

RIA

CRD#: 35371

Lewis Center, OH

Past

March 28, 2017 - August 23, 2017

OSAIC INSTITUTIONS, INC.

CRD#: 35371

Lewis Center, OH

Past

April 18, 2008 - December 31, 2016

STATE FARM VP MANAGEMENT CORP.

CRD#: 43036

BLOOMINGTON, IL

Past

August 28, 2007 - March 31, 2008

GUARDIAN INVESTOR SERVICES LLC

CRD#: 6635

NEW YORK, NY

Past

December 7, 2005 - August 24, 2007

NATIONWIDE SECURITIES, LLC

CRD#: 11173

DUBLIN, OH

Past

July 10, 2000 - August 2, 2005

NATIONWIDE INVESTMENT SERVICES CORPORATION

CRD#: 7110

COLUMBUS, OH

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.

Highlighted states indicate IAR registrations

IAR

Ohio
(9/13/2017)

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

State Security Law Exam

IAR

Series 65

Date: 12/29/2006

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/26/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 8/23/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/3/2007

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/7/2000

Investment Company Products/Variable Contracts Representative Examination

Current Firm

WEISER FINANCIAL PLANNING LLC

CRD#: 289400 / SEC#:

Ohio

Registered Investment Advisory firm - (9/13/2017 Approved)

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Contact information

Main Address

Lewis Center, OH

Mailing Address

Phone number

(614) 450-2929

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	253
AUM (Assets Under Management)	$ 38,359,315

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Ryan J. Weiser

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Joseph Weiser's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC INSTITUTIONS, INC.

OSAIC INSTITUTIONS, INC.

STATE FARM VP MANAGEMENT CORP.

GUARDIAN INVESTOR SERVICES LLC

NATIONWIDE SECURITIES, LLC

NATIONWIDE INVESTMENT SERVICES CORPORATION

State Registrations and Notice Filings

Exams

Series 65

Date: 12/29/2006

Series 63

Date: 7/26/2006

SIE

Date: 8/23/2017

Series 7

Date: 5/3/2007

Series 6

Date: 7/7/2000

Current Firm

WEISER FINANCIAL PLANNING LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WEISER FINANCIAL PLANNING LLC

TRUST BUT VERIFY

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