Ryan T. Holloman

WEITZ INVESTMENT MANAGEMENT

OMAHA, NE 68131-3312

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CRD#: 5022519

Professional summary

Ryan Tanner Holloman is a registered financial advisor currently at WEITZ INVESTMENT MANAGEMENT, INC. located in Omaha, Nebraska and WEITZ SECURITIES, INC. located in Omaha, Nebraska.

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 9 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

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.

TORTOISE INVESTMENT PARTNERS, LLC, 1115 ASH ST., SUITE 250, LEAWOOD, KS 66211; INVESTMENT RELATED; INSIDE SALES DESK MANAGER; 40 HRS/WK DURING SECURITIES HOURS. TORTOISE SECURITIES, 11550 ASH ST., SUITE 300, LEAWOOD, KS 66211; SALES DESK MANAGER; 40 HRS/WK DURING SECURITIES HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Tanner Holloman'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

January 23, 2023 - Present

WEITZ INVESTMENT MANAGEMENT, INC.

Office #1: 3555 Farnam Street Suite 800, Omaha, NE 68131-3312

RIA

CRD#: 105088

OMAHA, NE

Current

January 19, 2023 - Present

WEITZ SECURITIES, INC.

Office #1: Blackstone Plaza 3555 Farnam Street, Suite 800, Omaha, NE 68131

CRD#: 17673

OMAHA, NE

Past

July 3, 2017 - January 3, 2023

TORTOISEECOFIN SECURITIES, LLC

CRD#: 285411

Overland Park, KS

Past

November 17, 2016 - January 3, 2023

TORTOISEECOFIN INVESTMENTS PARTNERS, LLC

RIA

CRD#: 285213

LEAWOOD, KS

Past

August 5, 2015 - November 17, 2016

MONTAGE INVESTMENTS, LLC

RIA

CRD#: 152607

LEAWOOD, KS

Past

August 4, 2015 - July 3, 2017

MSEC, LLC

CRD#: 154327

LEAWOOD, KS

Past

June 16, 2008 - June 30, 2015

WADDELL & REED

CRD#: 866

OVERLAND PARK, KS

Past

June 16, 2008 - June 30, 2015

IVY DISTRIBUTORS, INC.

CRD#: 16496

OVERLAND PARK, KS

Past

February 7, 2007 - May 30, 2008

EDWARD JONES

RIA

CRD#: 250

PRAIRIE VILLAGE, KS

Past

October 25, 2005 - May 30, 2008

EDWARD JONES

CRD#: 250

PRAIRIE VILLAGE, KS

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".

WEITZ INVESTMENT MANAGEMENT, INC.

WALLACE R. WEITZ & COMPANY | WEITZ WALLACE R & CO | WEITZ INVESTMENT MANAGEMENT, INC.

CRD#: 105088 / SEC#: 801-18819

RIA

Registered Investment Advisory firm - (5/12/1983 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

Nebraska
(1/19/2023)

IAR

Nebraska
(1/23/2023)

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 66

Date: 1/24/2007

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/28/2005

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: 10/24/2005

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 11/21/2011

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

WEITZ INVESTMENT MANAGEMENT, INC.

WALLACE R. WEITZ & COMPANY | WEITZ WALLACE R & CO | WEITZ INVESTMENT MANAGEMENT, INC.

CRD#: 105088 / SEC#: 801-18819

RIA

Registered Investment Advisory firm - (5/12/1983 Approved)

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Contact information

Main Address

3555 Farnam Street Suite 800, Omaha, NE 68131-3312

Mailing Address

Phone number

(402) 391-1980

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

AUGUST 2025 FORM ADV PART 2 (8/21/2025)

Regulatory assets under management

Total Number of Accounts	20
AUM (Assets Under Management)	$ 6,826,063,139

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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Firm Stability Insights

Ryan T. Holloman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Tanner Holloman's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEITZ SECURITIES, INC.

TORTOISEECOFIN SECURITIES, LLC

TORTOISEECOFIN INVESTMENTS PARTNERS, LLC

MONTAGE INVESTMENTS, LLC

MSEC, LLC

WADDELL & REED

IVY DISTRIBUTORS, INC.

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

WEITZ INVESTMENT MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 1/24/2007

Series 63

Date: 10/28/2005

SIE

Date: 10/1/2018

Series 7

Date: 10/24/2005

Series 24

Date: 11/21/2011

FINRA

Current Firm

WEITZ INVESTMENT MANAGEMENT, INC.

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WEITZ INVESTMENT MANAGEMENT, INC.

TRUST BUT VERIFY

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