RF
Ryan M. Fleischer
REVOLUTION CAPITAL
Omaha, NE 68114
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CRD#: 4214419
RF
Professional summary
Ryan Mathew Fleischer, who also goes by Ryan Matthew Fleischer, is a registered financial advisor currently at REVOLUTION CAPITAL, LLC located in Omaha, Nebraska.
Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Ryan has worked at 4 firms and has passed the Series 63, Series 65, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ryan Matthew Fleischer
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.
Founder/President; Position Title: Founder/President; Investment Related: Yes; Location: 11725 Arbor St. Suite 115, Omaha, NE, USA, 68144; Description of the business: Ryan Fleischer is the owner of Revolution Group, LLC. Revolution Group, LLC provides business advisement which includes attractiveness and readiness as well as business transition advice. In addition, Revolution Group, LLC is a state registered insurance agency and will occasionally offer fixed insurance to clients on an as needed basis. ; Responsibilities Duties: Ryan Fleischer provides fixed insurance products and services on as as needed basis and oversees the Business and Advisement division at Revolution Group, LLC.; Start date with business: 2010-10-01; Hours devoted to business during trading hours: 24; Hours devoted to business outside trading hours: 6; Percentage of total yearly compensation expected to be derived from the business: 5;
CRS (Client Relationship Summary) - RIA
Click below to view Ryan Mathew Fleischer'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®
NoneExperience
Current
April 29, 2019 - Present
REVOLUTION CAPITAL, LLC
Office #1: 450 Regency Parkway Suite 300, Omaha, NE 68114RIA
CRD#: 300496
Omaha, NE
Past
February 3, 2006 - April 30, 2019
LPL FINANCIAL LLC
RIA
CRD#: 6413
OMAHA, NE
Past
February 2, 2006 - April 30, 2019
LPL FINANCIAL LLC
BD
CRD#: 6413
OMAHA, NE
Past
June 3, 2003 - February 2, 2006
CETERA INVESTMENT SERVICES LLC
RIA
CRD#: 15340
LINCOLN, NE
Past
May 6, 2003 - February 2, 2006
CETERA INVESTMENT SERVICES LLC
BD
CRD#: 15340
ST. CLOUD, MN
Past
November 28, 2000 - May 7, 2003
WADDELL & REED
RIA
CRD#: 866
LANCASTER, NE
Past
September 1, 2000 - May 7, 2003
WADDELL & REED
BD
CRD#: 866
OVERLAND PARK, KS
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".
RC
REVOLUTION CAPITAL, LLC
REVOLUTION CAPITAL, LLC | REVOLUTION GROUP, LLC | REVOLUTION GROUP
CRD#: 300496 / SEC#: 801-129225
RIA
Registered Investment Advisory firm - (1/11/2024 Approved)Nebraska
Registered Investment Advisory firm - (5/7/2024 Terminated)Texas
Registered Investment Advisory firm - (5/7/2024 Terminated)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
Nebraska(5/1/2019)
IAR
Texas(4/29/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
RC
REVOLUTION CAPITAL, LLC
REVOLUTION CAPITAL, LLC | REVOLUTION GROUP, LLC | REVOLUTION GROUP
CRD#: 300496 / SEC#: 801-129225
RIA
Registered Investment Advisory firm - (1/11/2024 Approved)Nebraska
Registered Investment Advisory firm - (5/7/2024 Terminated)Texas
Registered Investment Advisory firm - (5/7/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
450 Regency Parkway Suite 300, Omaha, NE 68114
Mailing Address
Phone number
(402) 933-3371
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 633 |
| AUM (Assets Under Management) | $ 179,802,049 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
REVOLUTION CAPITAL, LLC
CRD#: 300496Omaha, NE 68114TRUST BUT VERIFY
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