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Ryan Timothy Gilmer

WHITCOMB & HESS
ASHLAND, OH
·CRD# 5168946·20 years experience

Professional Summary

Ryan Timothy Gilmer is a registered financial advisor currently at WHITCOMB & HESS, INC. located in Ashland, Ohio. Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Ryan has worked at 3 firms and has passed the Series 65, SIE, Series 7 and Series 24 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

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

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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.

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Years of Experience

20 years in the financial services industry

Current & Past Employments

WHITCOMB & HESS, INC.·CRD# 121064
RIA
1020 Cleveland Avenue, Ashland, OH 44805
November 6, 2019 - Present
VALMARK SECURITIES, INC.·CRD# 31243
BD
Akron, OH
December 15, 2016 - November 1, 2019
VALMARK ADVISERS, INC.·CRD# 108050
RIA
Akron, OH
September 23, 2016 - November 1, 2019
WHITCOMB & HESS, INC.·CRD# 121064
RIA
Ashland, OH
September 19, 2006 - September 16, 2016

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Current Firm

W&
WHITCOMB & HESS, INC.

WHITCOMB & HESS, INC.

CRD#: 121064 / SEC#: 801-78798
RIA
Registered Investment Advisory firm - SEC (11/8/2013 Approved)
Florida
Registered Investment Advisory firm - Florida (11/27/2013 Terminated)
Louisiana
Registered Investment Advisory firm - Louisiana (12/3/2013 Terminated)
Ohio
Registered Investment Advisory firm - Ohio (11/29/2013 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).

Contact Information

Main Address

1020 Cleveland Avenue, Ashland, OH 44805

Phone Number

(419) 289-7007

# of Employees

31

SEC notice filing (7 States and Territories)

Registered to provide investment advisory services in 7 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WHITCOMB & HESS BROCHURE (2/25/2026)

Regulatory Assets Under Management

Total Number of Accounts

2,800

AUM (Assets Under Management)

$490,699,890

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
08/27/2026Cover PageReport
11/20/2025Cover PageReport
11/26/2024Cover PageReport
01/23/2024Cover PageReport

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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.

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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".
W&
WHITCOMB & HESS, INC.

WHITCOMB & HESS, INC.

CRD#: 121064 / SEC#: 801-78798
RIA
Registered Investment Advisory firm - SEC (11/8/2013 Approved)
Florida
Registered Investment Advisory firm - Florida (11/27/2013 Terminated)
Louisiana
Registered Investment Advisory firm - Louisiana (12/3/2013 Terminated)
Ohio
Registered Investment Advisory firm - Ohio (11/29/2013 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.
IAR
Ohio
(11/6/2019)

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 65 — Uniform Investment Adviser Law Examination

Passed Sep 2006About the Series 65 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Dec 2016About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Feb 2017About the Series 24 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Ryan Timothy Gilmer's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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