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Ryan M. Walter

VISTAMARK INVESTMENTS
HINSDALE, IL 60521
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CRD#: 5066998
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Professional summary


Ryan Marshall Walter, who also goes by Ryan Walter, is a registered financial advisor currently at VISTAMARK INVESTMENTS located in Hinsdale, Illinois.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Ryan has worked at 4 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Ryan Walter

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 Marshall Walter's 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

May 11, 2026 - Present

VISTAMARK INVESTMENTS

Office #1: 333 West Chestnut Street, Hinsdale, IL 60521
RIA
CRD#: 335309
HINSDALE, IL
Past

June 3, 2011 - May 15, 2012

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
CHICAGO, IL
Past

June 3, 2011 - April 23, 2015

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
CHICAGO, IL
Past

May 7, 2008 - June 1, 2011

CHASE INVESTMENT SERVICES CORP.

RIA
CRD#: 25574
CHICAGO, IL
Past

May 7, 2008 - June 1, 2011

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
CHICAGO, IL
Past

April 10, 2006 - March 19, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
CLEVELAND, OH
Past

February 7, 2006 - March 19, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
CLEVELAND, OH

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
Illinois
(5/11/2026)

Exams


State Security Law Exam
IAR
Series 65
Date: 3/5/2026
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 3/9/2006
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


VI
VISTAMARK INVESTMENTS
VISTAMARK | VISTAMARK LLC | VISTAMARK INVESTMENTS LLC | VISTAMARK INVESTMENTS

CRD#: 335309 / SEC#:

Arizona
Registered Investment Advisory firm - (11/13/2025 Approved)
Illinois
Registered Investment Advisory firm - (9/5/2025 Approved)
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Contact information


Main Address
333 West Chestnut Street, Hinsdale, IL 60521
Mailing Address
Phone number
(312) 498-5703
Established
Firm type
Fiscal year end
# of Employees
3

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts11
AUM (Assets Under Management)$ 25,892,241

Red Flags


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

Company Information


VISTAMARK INVESTMENTS

CRD#: 335309Hinsdale, IL 60521

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