Ryan Edward Behling, CFP | Financial Professional | Madison, Wisconsin

Professional summary

Ryan Edward Behling, CFP® is a registered financial advisor currently at SANCTUARY ADVISORS, LLC located in Madison, Wisconsin and SANCTUARY SECURITIES, INC. located in Madison, Wisconsin.

Ryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Ryan has worked at 3 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

Question & Answer

What are your service offerings?

Insurance

Financial planning

Retirement planning

What is your current number of clients?

Greater than 100

What is your minimum asset requirement?

500K

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.

1) Name: Seminole Pool Position: Fundraising Committee Nature: Neighborhood Pool / in my neighborhood. Investment Related: No Hours: 6 Securities Trading Hours: 0 Start Date: 3/7/2022 Address: 5948 Schumann Dr, Fitchburg WI 53711, USA Description: Fundraise, organize volunteers, assist board with objective of a new pool 2) Name: Behling Family Trust Position: Trustee Nature: Trustee for one of family trusts that is a bypass trust after my mother passed away. Investment Related: Yes Hours: 0 Securities Trading Hours: 0 Start Date: 3/24/2006 Address: 3054 Woods Edge Way, Fitchburg WI 53711, USA Description: Overseeing trust account & specifically life insurance policy in trust 3) Name: Ronald Behling 2001 Insurance Trust Position: Trustee Nature: Trustee for ILIT Investment Related: Yes Hours: 0 Securities Trading Hours: 0 Start Date: 8/19/2010 Address: 3054 Woods Edge Way, Fitchburg WI 53711, USA Description: Overseeing trust account & specifically life insurance policy in trust 4) Name: Ryan E. Behling & Ross E. Behling TIC Agreement Position: Co-owner Nature: TIC account owns the property at 3054 Woods Edge Way, where my father resides. This was distributed to us via a QPRT that has matured. Investment Related: Yes Hours: 5 Securities Trading Hours: 2 Start Date: 11/28/2021 Address: 3054 Woods Edge Way, Fitchburg WI 53711, USA Description: Overseeing expenses, maintenance and tenants. 5) Name: Ronald E. Behling Revocable Trust Position: Trustee Nature: Co-trustee of family trust Investment Related: Yes Hours: 0 Securities Trading Hours: 0 Start Date: 3/24/2006 Address: 3054 Woods Edge Way, Fitchburg WI 5 6) Name: Ryan E. Behling Individual Property Trust Position: Trustee Nature: Trustee for personal assets Investment Related: Yes Hours: 2 Securities Trading Hours: 2 Start Date: 5/4/2018 Address: 5855 SCHUMANN DR, FITCHURG WI 53711, USA Description: Overseeing personal assets, investments and RE 7) Name: Behling Joint Revocable Trust Position: Trustee Nature: Oversee investments and assets. Investment Related: Yes Hours: 2 Securities Trading Hours: 2 Start Date: 5/4/2018 Address: 5855 SCHUMANN DR, FITCHURG WI 53711, USA Description: Oversee family investments & assets 8) Name: Sales of fixed annuities, whole life and/or health insurance: Position: Producer Nature :Investment Related: No Hours: Securities Trading Hours: Start Date:11/4/2022 Address: Description: Sales of fixed annuities, whole life and/or health insurance: 9) Name: Behling Family Cabin LLC Position: Member/50% Owner Nature: My father and I are purchasing a family cabin for personal use. Investment Related: No Hours: 5 Securities Trading Hours: 0 Start Date: 11/9/2022 Address: 5855 Schumann Drive, Fitchburg WI 53711, USA Description: We will own & enjoy the cabin for use by my dad, brother & my family 10) ANCHOR POINT CONDO ASSOCIATION POSITION: Secretary NATURE: Secretary for second home condo association. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 6/1/2024 ADDRESS: 932 Water St Ste 100, Sauk City WI 53583, USA DESCRIPTION: Organize bi-annual meetings, meeting minutes, Association duties 11) DOMESTIC ABUSE INTERVENTION SERVICES POSITION: Board of Directors NATURE: Domestic Abuse prevention & shelter INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 1/2/2025 ADDRESS: 2102 Fordem Ave Madison WI 53704, USA DESCRIPTION: Board Member. Oversight of organizational strategy, executive director and marketing/messaging

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Edward Behling'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®

CFP^®

Certified Financial Planner

Start date: 2010

Experience

Current

November 4, 2022 - Present

SANCTUARY ADVISORS, LLC

Office #1: 401 Charmany Dr, Madison, WI 53719

RIA

CRD#: 226606

MADISON, WI

Current

November 4, 2022 - Present

SANCTUARY SECURITIES, INC.

Office #1: 401 Charmany Dr Suite 315, Madison, WI 53719

BD

CRD#: 205

MADISON, WI

Past

February 6, 2006 - November 7, 2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

MADISON, WI

Past

December 2, 2005 - November 7, 2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD

CRD#: 7691

MADISON, WI

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".

SA

SANCTUARY ADVISORS, LLC

CRD#: 226606 / SEC#: 801-99364

RIA

Registered Investment Advisory firm - (7/10/2015 Approved)

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.

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

Alabama
(6/25/2024)

RR

Arizona
(11/4/2022)

RR

California
(11/4/2022)

RR

Colorado
(11/4/2022)

RR

Connecticut
(11/4/2022)

RR

Florida
(11/4/2022)

RR

Georgia
(11/4/2022)

RR

Illinois
(11/4/2022)

RR

Indiana
(11/4/2022)

RR

Iowa
(11/4/2022)

RR

Kentucky
(10/31/2024)

RR

Louisiana
(11/4/2022)

RR

Maryland
(11/4/2022)

RR

Michigan
(11/4/2022)

RR

Minnesota
(11/4/2022)

RR

Missouri
(11/4/2022)

RR

Nebraska
(11/4/2022)

RR

Nevada
(11/4/2022)

RR

New Jersey
(11/4/2022)

RR

New Mexico
(11/17/2023)

RR

New York
(11/4/2022)

RR

North Carolina
(11/4/2022)

RR

Oregon
(4/8/2025)

RR

Pennsylvania
(11/4/2022)

RR

South Carolina
(11/4/2022)

RR

Texas
(11/4/2022)

IAR

Texas
(11/4/2022)

RR

Virginia
(11/4/2022)

RR

Washington
(11/4/2022)

RR

Wisconsin
(11/4/2022)

IAR

Wisconsin
(11/4/2022)

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

RR

IAR

Series 66

Date: 2/4/2006

Uniform Combined State Law Examination

General Industry/Product Exam

RR

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

RR

Series 31

Date: 4/12/2006

Futures Managed Funds Examination

General Industry/Product Exam

RR

Series 7

Date: 12/1/2005

General Securities Representative Examination

SRO Registrations

RR

FINRA

Current Firm

SA

SANCTUARY ADVISORS, LLC

CRD#: 226606 / SEC#: 801-99364

RIA

Registered Investment Advisory firm - (7/10/2015 Approved)

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Contact information

Main Address

1450 Brickell Avenue Suite 2610, Miami, FL 33131

Mailing Address

Phone number

(317) 975-7729

Established

Firm type

Fiscal year end

# of Employees

699

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SANCTUARY ADVISORS, LLC ADV 2A FIRM BROCHURE 04/2025 (4/1/2025)

SANCTUARY ADVISORS, LLC ADV 2A WRAP FEE BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts	55,540
AUM (Assets Under Management)	$ 27,696,000,000

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.

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Advisor Monitoring

Firm Stability Insights

Ryan E. Behling

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Edward Behling's CRS (Customer Relationship Summary).

Certified licenses

Experience

SANCTUARY SECURITIES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

SANCTUARY ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/4/2006

SIE

Date: 10/1/2018

Series 31

Date: 4/12/2006

Series 7

Date: 12/1/2005

FINRA

Current Firm

SANCTUARY ADVISORS, LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SANCTUARY ADVISORS, LLC

TRUST BUT VERIFY

Contact information

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