Ryan P. Trulove

ADVISORY ALPHA

Rocklin, CA 95765

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CRD#: 4955163

Professional summary

Ryan Patrick Trulove MR., who also goes by Ryan Patrick Trulove, is a registered financial advisor currently at ADVISORY ALPHA, LLC located in Rocklin, California and PURSHE KAPLAN STERLING INVESTMENTS located in Albany, New York.

Ryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Ryan has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ryan Patrick Trulove

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.Advisory Alpha DBA 401 Financial. Investment related. At the registered location. RIA. IAR. IAR.9/2021; 120.6.5. Advisor, administrative & operational support. Present 2. Notary. Not investment related. At the registered location. Notarial service. Notary. 12/2011, 1.1. Provide clients notarial services. Present 3. 401 Wealth Management, inc.; Investment-related; 5029 4th Street Rocklin, CA 95677; Support Services Organization; Owner; Owner; 04/08/2025; approx 40 hours/month; approx 40 hours/month; Provide support services for investment related activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Patrick Trulove MR.'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

September 2, 2021 - Present

ADVISORY ALPHA, LLC

Office #1: 5701 Lonetree Blvd. #219, Rocklin, CA 95765

RIA

CRD#: 158282

Rocklin, CA

Current

October 25, 2024 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 80 State Street, Albany, NY 12207Office #2: 5701 Lonetree Blvd #219, Rocklin, CA 95765

CRD#: 35747

ALBANY, NY

Past

August 23, 2024 - October 9, 2024

OSAIC WEALTH, INC.

CRD#: 23131

Holland, MI

Past

March 29, 2022 - August 23, 2024

TRIAD ADVISORS LLC

CRD#: 25803

Holland, MI

Past

July 9, 2020 - August 31, 2021

MUTUAL ADVISORS, LLC

RIA

CRD#: 167658

Rocklin, CA

Past

January 15, 2016 - August 31, 2021

MUTUAL SECURITIES, INC.

CRD#: 13092

Rocklin, CA

Past

December 15, 2011 - January 25, 2016

LPL FINANCIAL LLC

CRD#: 6413

ROSEVILLE, CA

Past

March 1, 2010 - December 16, 2011

ESSEX NATIONAL SECURITIES, LLC

CRD#: 25454

ROSEVILLE, CA

Past

July 26, 2006 - December 1, 2009

CETERA WEALTH SERVICES, LLC

CRD#: 13572

EL SEGUNDO, CA

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".

ADVISORY ALPHA, LLC

CRD#: 158282 / SEC#: 801-72499

RIA

Registered Investment Advisory firm - (6/14/2011 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.

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

Arizona
(1/24/2025)

IAR

California
(9/2/2021)

California
(10/25/2024)

New Hampshire
(10/25/2024)

Oregon
(1/24/2025)

Tennessee
(1/24/2025)

Washington
(1/24/2025)

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: 7/9/2020

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/28/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/25/2006

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 2/4/2008

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

ADVISORY ALPHA, LLC

CRD#: 158282 / SEC#: 801-72499

RIA

Registered Investment Advisory firm - (6/14/2011 Approved)

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Contact information

Main Address

348 S Waverly Rd Suite 100, Holland, MI 49423

Mailing Address

Phone number

(866) 530-1400

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (48 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADVISORY ALPHA, LLC ADV PART 2A (4/24/2025)

Regulatory assets under management

Total Number of Accounts	22,480
AUM (Assets Under Management)	$ 3,468,083,482

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Ryan P. Trulove

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Patrick Trulove MR.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

OSAIC WEALTH, INC.

TRIAD ADVISORS LLC

MUTUAL ADVISORS, LLC

MUTUAL SECURITIES, INC.

LPL FINANCIAL LLC

ESSEX NATIONAL SECURITIES, LLC

CETERA WEALTH SERVICES, LLC

Primary Firm SEC Registration

ADVISORY ALPHA, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/9/2020

Series 63

Date: 11/28/2006

SIE

Date: 10/1/2018

Series 7

Date: 7/25/2006

Series 24

Date: 2/4/2008

FINRA

Current Firm

ADVISORY ALPHA, LLC

Contact information

SEC notice filing (48 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ADVISORY ALPHA, LLC

TRUST BUT VERIFY

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