Ryan Joseph Weiser
CFP®, ChFC®, CLU®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Financial Planning
- Social Security & Medicare Planning
- Estate & Legacy Planning
- Investment Management
- Risk Management & Insurance
- Retirement Planning
- Tax Planning
- Business Services
- Education Funding
Specializations
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....
Other Aliases
There are no additional aliases reported.
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
26 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
WEISER FINANCIAL PLANNING LLC
Contact Information
Main Address
Lewis Center, OHPhone Number
(614) 450-2929# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
260AUM (Assets Under Management)
$51,501,650Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jul 2000About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Ryan Joseph Weiser's CRS (Customer Relationship Summary).
Services Offered by Ryan
- Financial Planning
- Social Security & Medicare Planning
- Estate & Legacy Planning
- Investment Management
- Risk Management & Insurance
- Retirement Planning
- Tax Planning
- Business Services
- Education Funding
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