AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
RK

Ryan A. Krapf

GIRARD INVESTMENT SERVICES
Souderton, PA 18964
Some features on this profile are disabled
CRD#: 4951870
RK

Professional summary


Ryan Andrew Krapf is a registered financial professional currently at GIRARD INVESTMENT SERVICES, LLC located in Souderton, Pennsylvania.

Ryan is registered as a RR (Registered Representative) and started their career in finance in 2005. Ryan has worked at 1 firm and has passed the Series 63, Series 62, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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) - BD


Click below to view Ryan Andrew Krapf's CRS (Customer Relationship Summary).
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

May 23, 2005 - Present

GIRARD INVESTMENT SERVICES, LLC

Office #1: 41 West Broad Street, Souderton, PA 18964
BD
CRD#: 1834
Souderton, PA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

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
Massachusetts
(4/11/2024)
RR
Pennsylvania
(3/2/2010)

Exams


State Security Law Exam
RR
Series 63
Date: 5/25/2005
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 62
Date: 1/2/2023
Corporate Securities Limited Representative Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


GI
GIRARD INVESTMENT SERVICES, LLC
FIN-PLAN INVESTMENTS, INC. | UNIVEST INVESTMENTS, INC. | GIRARD INVESTMENT SERVICES, LLC | GIRARD

CRD#: 1834 / SEC#: 801-61159, 8-14145

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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
41 West Broad Street, Souderton, PA 18964
Mailing Address
41 West Broad Street, Souderton, PA 18964
Phone number
(215) 721-2112
Established
Pennsylvania since 01/01/2019
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (15 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
UNIVEST BANK AND TRUST CO.HOLDING COMPANY
COLON, LISA MARIEPRINCIPAL OPERATIONS OFFICER2392261
GEIBEL, DAVID WARRENPRESIDENT2645082
HELLINGS, THOMAS EDWINSVP, CHIEF COMPLIANCE OFFICER2128581
JOHNSON, DARREN GLENVP, FINANCIAL OFFICER4102844
VANSANT, WILLIAM FRANCIS IIISVP, MANAGING DIRECTOR4511525

Disclosures


Regulatory Event2

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.

Company Information


GIRARD INVESTMENT SERVICES, LLC

CRD#: 1834Souderton, PA 18964

TRUST BUT VERIFY

Monitor Ryan Krapf

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Paul B Mullen
Paul MullenAdvisorCheck Check Mark
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IAR
RR
Horsham, PA
Dustin Michael Willing
Dustin WillingAdvisorCheck Check Mark
KESTRA ADVISORY SERVICES, LLC
IAR
RR
Wayne, PA
David Richard Ducharme
David DucharmeAdvisorCheck Check Mark
DUCHARME WEALTH ADVISORS, LLC
IAR
Jenkintown, PA
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics