AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
RB

Ryan M Bendixen

PEAK53 PARTNERS, LP
LONGMONT, CO
·CRD# 5046001·21 years experience

Professional Summary

Ryan M Bendixen, who also goes by Ryan Michael Bendixen, is a registered financial advisor currently at PEAK53 PARTNERS, LP located in Longmont, Colorado. Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Ryan has worked at 2 firms and has passed the Series 63 and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Ryan Michael Bendixen

Blog Corner

Similar Advisors

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

Years of Experience

21 years in the financial services industry

Current & Past Employments

PEAK53 PARTNERS, LP·CRD# 318538
RIA
350 Terry Street, Suite 200, Pmb #16965935, Longmont, CO 80501
April 10, 2023 - Present
J.P. MORGAN SECURITIES INC.·CRD# 18718
BD
New York, NY
November 28, 2005 - July 3, 2008

Similar Advisors

Current Firm

PP
PEAK53 PARTNERS, LP

PEAK53 PARTNERS, LP

CRD#: 318538
Colorado
Registered Investment Advisory firm - Colorado (4/10/2023 Approved)

Contact Information

Main Address

350 Terry Street, Suite 200, Pmb #16965935, Longmont, CO 80501

Phone Number

(303) 578-6027

# of Employees

2

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

4

AUM (Assets Under Management)

$35,993,359

Exempt reporting advisers


Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.
SEC / JURISDICTIONREPORTING STATUSEFFECTIVE DATE
ColoradoERA - Withdrawn12/19/2022

Similar Advisors

Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

Similar Advisors

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.
IAR
Colorado
(4/10/2023)

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.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Dec 2005About the Series 63 exam

Series 7 — General Securities Representative Examination

Passed Nov 2005About the Series 7 exam

Similar Advisors

CRS (Client Relationship Summary) - RIA

Click below to view Ryan M Bendixen's CRS (Customer Relationship Summary).

Similar Advisors

RB
Follow Ryan
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required