RW
Ryan C. Walder
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
Grand Rapids, MI 49509
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CRD#: 5303818
RW
Professional summary
Ryan Christopher Walder is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Grand Rapids, Michigan and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Grand Rapids, Michigan.
Ryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Ryan has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 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.
1) THE WALDER GROUP, 2261 WATERCREST AVE NE, ADA, MI, 3/2017 AS PRESIDENT/INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 40/WK - 40/TRADING. 2) LEGACY CAPITAL PLANNERS, 192 WEST 33RD ST, HOLLAND, MICHIGAN, 49423 ; 11/04/2014 ; AS VICE PRESIDENT ; INVESTMENT RELATED ; DEVOTES 40 HRS/WK ; 40 DURING TRADING HOURS. 3) WALDER WEALTH MANAGEMENT, INC / 2261 Watercrest Ave NE ADA, MI 49301 / INV REL / OWNER - S CORP / 160 HR/MO - 160 HR/MO TRADING 4) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. 12/13/2021 5) RYAN WALDER, Grand Rapids MI 49301, United States, 04/05/2022, Youth Sports Coach, Sport/Fitness/Gaming, NIR, 20 HR/MO - 0 HR/MO TRADING 6) RAPIDS AREA RAYS, 5500 Burton St SE, Grand Rapids MI 49546, United States, 08/25/2025, Board Member, Sport/Fitness/Gaming, NIR, 2 HR/MO - 0 HR/MO TRADING
CRS (Client Relationship Summary) - RIA
Click below to view Ryan Christopher Walder'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®
NoneExperience
Current
April 12, 2013 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #1: 1009 44th St Sw Ste 106, Grand Rapids, MI 49509RIA
CRD#: 134139
Grand Rapids, MI
Current
April 10, 2013 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 1009 44th St Sw Ste 106, Grand Rapids, MI 49509BD
CRD#: 39543
Grand Rapids, MI
Past
January 10, 2013 - April 12, 2013
WOODBURY FINANCIAL SERVICES, INC.
RIA
CRD#: 421
BYRON CENTER, MI
Past
January 26, 2010 - April 12, 2013
WOODBURY FINANCIAL SERVICES, INC.
BD
CRD#: 421
BYRON CENTER, MI
Past
September 11, 2008 - September 28, 2009
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
OKEMOS, MI
Past
August 20, 2007 - August 20, 2008
ALLIANZ LIFE FINANCIAL SERVICES, LLC
BD
CRD#: 612
GOLDEN VALLEY, MN
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".
CI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AXIOM WEALTH PARTNERS | WITS FINANCIAL | WHITE & ASSOCIATES | THE AMERIFLEX GROUP (TAG) | TAG WEALTH | TAG ADVISORS | TAG | SUNRIZE RETIREMENT & FINANCIAL SERVICES | SUMMIT FINANCIAL SOLUTIONS | SUMMIT FINANCIAL & INSURANCE SERVICES LLC | SUMMIT FINANCIAL & INSURANCE SERVICES | STATELINE WEALTH ADVISORS | RIPCORD WEALTH | RIPCORD PARTNERS | PREFERRED PARTNERS | PIVOTAL FINANCIAL ADVISORS LLC | PARTNERS IN PLANNING, LLC | PARAGON FINANCIAL, LLC | JORDAN CREEK FINANCIAL SOLUTIONS | GATEWAY NW WEALTH ADVISORS | GATEWAY FINANCIAL SERVICES, INC | GATEWAY FINANCIAL ADVISORS, LLC | GATEWAY FINANCIAL ADVISORS | FINANCIAL INDEPENDENCE WEALTH MANAGEMENT, LLC | DUNCAN FINANCIAL GROUP, INC | DUNCAN FINANCIAL GROUP LLC | DUNCAN FINANCIAL GROUP | DUNCAN ADVISOR RESOURCES | CORE NORTH CAPITAL PLANNING | CANTELLA CAPITAL GROUP LLC | CANTELLA | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CAMBRIDGE | AXIOM WEALTH PARTNERS, LLC
CRD#: 134139 / SEC#: 801-63930
RIA
Registered Investment Advisory firm - (2/3/2005 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.RR
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
RR
California(4/10/2013)
RR
Florida(6/19/2020)
RR
Georgia(5/8/2017)
RR
Illinois(4/10/2013)
RR
Maine(6/2/2021)
RR
Massachusetts(3/5/2024)
RR
Michigan(4/10/2013)
IAR
Michigan(4/12/2013)
RR
New York(5/4/2015)
RR
North Carolina(7/31/2019)
RR
Pennsylvania(1/24/2017)
RR
Tennessee(11/23/2020)
RR
Texas(5/21/2018)
IAR
Texas(5/22/2018)
RR
Wisconsin(1/2/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AXIOM WEALTH PARTNERS | WITS FINANCIAL | WHITE & ASSOCIATES | THE AMERIFLEX GROUP (TAG) | TAG WEALTH | TAG ADVISORS | TAG | SUNRIZE RETIREMENT & FINANCIAL SERVICES | SUMMIT FINANCIAL SOLUTIONS | SUMMIT FINANCIAL & INSURANCE SERVICES LLC | SUMMIT FINANCIAL & INSURANCE SERVICES | STATELINE WEALTH ADVISORS | RIPCORD WEALTH | RIPCORD PARTNERS | PREFERRED PARTNERS | PIVOTAL FINANCIAL ADVISORS LLC | PARTNERS IN PLANNING, LLC | PARAGON FINANCIAL, LLC | JORDAN CREEK FINANCIAL SOLUTIONS | GATEWAY NW WEALTH ADVISORS | GATEWAY FINANCIAL SERVICES, INC | GATEWAY FINANCIAL ADVISORS, LLC | GATEWAY FINANCIAL ADVISORS | FINANCIAL INDEPENDENCE WEALTH MANAGEMENT, LLC | DUNCAN FINANCIAL GROUP, INC | DUNCAN FINANCIAL GROUP LLC | DUNCAN FINANCIAL GROUP | DUNCAN ADVISOR RESOURCES | CORE NORTH CAPITAL PLANNING | CANTELLA CAPITAL GROUP LLC | CANTELLA | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CAMBRIDGE | AXIOM WEALTH PARTNERS, LLC
CRD#: 134139 / SEC#: 801-63930
RIA
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Contact information
Main Address
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757
Mailing Address
Phone number
(641) 472-5100
Established
Firm type
Fiscal year end
# of Employees
3,361
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 438,414 |
| AUM (Assets Under Management) | $ 102,413,096,032 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/09/2024 | ||
| 04/29/2024 |
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.
Company Information
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CRD#: 134139Grand Rapids, MI 49509TRUST BUT VERIFY
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