Ryan P. Mendlik

IRONVINE CAPITAL PARTNERS

OMAHA, NE

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CRD#: 4972617

Professional summary

Ryan Paul Mendlik, who also goes by Ryan Paul Mendik, Ryan Mendlik, is a registered financial advisor currently at IRONVINE CAPITAL PARTNERS, LLC located in Omaha, Nebraska.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Ryan has worked at 2 firms and has passed the Series 65 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ryan Paul Mendik | Ryan Mendlik

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) - RIA

Click below to view Ryan Paul Mendlik'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

December 23, 2013 - Present

IRONVINE CAPITAL PARTNERS, LLC

RIA

CRD#: 168892

OMAHA, NE

Past

September 4, 2006 - November 14, 2007

GOLDMAN SACHS & CO. LLC

CRD#: 361

NEW YORK, NY

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".

IRONVINE CAPITAL PARTNERS, LLC

CRD#: 168892 / SEC#: 801-108956

RIA

Registered Investment Advisory firm - (1/23/2017 Approved)

Nebraska

Registered Investment Advisory firm - (1/30/2017 Terminated)

Washington

Registered Investment Advisory firm - (1/25/2017 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(12/23/2013)

IAR

Texas
(1/21/2021)

IAR

Washington
(1/9/2015)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/20/2013

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 9/2/2006

General Securities Representative Examination

Current Firm

IRONVINE CAPITAL PARTNERS, LLC

CRD#: 168892 / SEC#: 801-108956

RIA

Registered Investment Advisory firm - (1/23/2017 Approved)

Nebraska

Registered Investment Advisory firm - (1/30/2017 Terminated)

Washington

Registered Investment Advisory firm - (1/25/2017 Terminated)

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Contact information

Main Address

9290 W. Dodge Rd; Ste 203, Omaha, NE 68114

Mailing Address

Phone number

(402) 916-1702

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

IRONVINE CAPITAL PARTNERS, LLC PART 2A BROCHURE (4/29/2025)

Regulatory assets under management

Total Number of Accounts	516
AUM (Assets Under Management)	$ 1,098,482,929

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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Ryan P. Mendlik

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Paul Mendlik's CRS (Customer Relationship Summary).

Certified licenses

Experience

IRONVINE CAPITAL PARTNERS, LLC

GOLDMAN SACHS & CO. LLC

Primary Firm SEC Registration

IRONVINE CAPITAL PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/20/2013

Series 7

Date: 9/2/2006

Current Firm

IRONVINE CAPITAL PARTNERS, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

IRONVINE CAPITAL PARTNERS, LLC

TRUST BUT VERIFY

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