Aubrea M. Ryan

W3 WEALTH ADVISORS

AKRON, OH 44333

Some features on this profile are disabled

CRD#: 4623944

Professional summary

Aubrea Mikolay Ryan, who also goes by Aubrea Anne Mikolay, Aubrea Mikolay Ryan, is a registered financial advisor currently at W3 WEALTH ADVISORS, LLC located in Akron, Ohio and VALMARK SECURITIES, INC. located in Akron, Ohio.

Aubrea is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Aubrea has worked at 12 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Aubrea Anne Mikolay | Aubrea Mikolay Ryan

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) First Responders Financial Advisors-1270 S. Cleveland Massillon Rd. , Building A, Suite 102, Copley, OH 44321; Investment related; Administrative & trade support; Non-producing Licensed Sales Assistant; Start date 7/2025; 160 hrs/mnth; 140 hrs/mnth during trading.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aubrea Mikolay Ryan'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®

None

Experience

Current

October 28, 2025 - Present

W3 WEALTH ADVISORS, LLC

Office #1: 301 Springside Drive, Akron, OH 44333

RIA

CRD#: 129549

AKRON, OH

Current

October 17, 2025 - Present

VALMARK SECURITIES, INC.

Office #1: 301 Springside Drive, Akron, OH 44333

CRD#: 31243

AKRON, OH

Past

July 9, 2025 - September 19, 2025

PLANMEMBER SECURITIES CORPORATION

RIA

CRD#: 11869

Copley, OH

Past

July 8, 2025 - September 19, 2025

PLANMEMBER SECURITIES CORPORATION

CRD#: 11869

Copley, OH

Past

October 31, 2019 - May 27, 2025

CAPTRUST

RIA

CRD#: 175112

Uniontown, OH

Past

October 31, 2019 - May 27, 2025

CAPFINANCIAL SECURITIES, LLC.

CRD#: 126291

RALEIGH, NC

Past

January 14, 2015 - October 24, 2019

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

HUDSON, OH

Past

January 14, 2015 - October 24, 2019

UBS FINANCIAL SERVICES INC.

CRD#: 8174

HUDSON, OH

Past

August 6, 2014 - October 30, 2014

CITIZENS SECURITIES, INC.

RIA

CRD#: 39550

NORTHFIELD, OH

Past

August 6, 2014 - October 30, 2014

CITIZENS SECURITIES, INC.

CRD#: 39550

NORTHFIELD, OH

Past

October 29, 2009 - April 1, 2014

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

FORT MYERS, FL

Past

January 9, 2009 - April 1, 2014

UBS FINANCIAL SERVICES INC.

CRD#: 8174

FORT MYERS, FL

Past

April 2, 2007 - January 13, 2009

MORGAN STANLEY & CO. LLC

CRD#: 8209

FT. MYERS, FL

Past

February 16, 2006 - April 2, 2007

MORGAN STANLEY DW INC.

CRD#: 7556

FT. MYERS, FL

Past

July 11, 2005 - January 31, 2006

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

MILWAUKEE, WI

Past

February 27, 2004 - May 19, 2005

RBC CAPITAL MARKETS, LLC

CRD#: 31194

NEW YORK, NY

Past

March 19, 2003 - February 27, 2004

WILLIAM R. HOUGH & CO.

CRD#: 2235

ST. PETERSBURG, FL

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.

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

Ohio
(10/17/2025)

IAR

Ohio
(10/28/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/22/2009

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/30/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 5/20/2008

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 3/18/2003

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

W3 WEALTH ADVISORS, LLC

THE EVERGREEN GROUP, LLC | W3 WEALTH ADVISORS, LLC | W3 WEALTH ADVISORS

CRD#: 129549 / SEC#:

Ohio

Registered Investment Advisory firm - (1/8/2008 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

301 Springside Drive, Akron, OH 44333

Mailing Address

Phone number

(330) 836-3805

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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.

Similar Advisors

James Magyari

COMMONWEALTH FINANCIAL NETWORK

IAR

Solon, OH

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Aubrea M. Ryan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aubrea Mikolay Ryan's CRS (Customer Relationship Summary).

Certified licenses

Experience

VALMARK SECURITIES, INC.

PLANMEMBER SECURITIES CORPORATION

PLANMEMBER SECURITIES CORPORATION

CAPTRUST

CAPFINANCIAL SECURITIES, LLC.

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

CITIZENS SECURITIES, INC.

CITIZENS SECURITIES, INC.

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

MORGAN STANLEY & CO. LLC

MORGAN STANLEY DW INC.

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RBC CAPITAL MARKETS, LLC

WILLIAM R. HOUGH & CO.

State Registrations and Notice Filings

Exams

Series 65

Date: 10/22/2009

Series 63

Date: 5/30/2003

SIE

Date: 10/1/2018

Series 31

Date: 5/20/2008

Series 7

Date: 3/18/2003

FINRA

Current Firm

W3 WEALTH ADVISORS, LLC

Contact information

Documents

Red Flags

Company Information

W3 WEALTH ADVISORS, LLC

TRUST BUT VERIFY

Similar Advisors