Ryan W. Veldhuizen
CATALYZE WEALTH MANAGEMENT
Carmel, IN 46032
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CRD#: 5316123
Professional summary
Ryan W Veldhuizen, CFP®, who also goes by Ryan Veldhuizen, is a registered financial advisor currently at CATALYZE WEALTH MANAGEMENT located in Carmel, Indiana.
Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Ryan has worked at 5 firms and has passed the Series 66 and Series 7 exams.
Biography
Drawing on over a decade of experience serving clients, Ryan helps you coordinate and prioritize your life and wealth goals to help you confidently catalyze financial freedom. Through your Atomic Plan, Ryan helps you understand the big picture of how the various and competing components of your plan fit together while providing you with the clarity and detail you need to optimize your cash flow, reduce your taxes, avoid unnecessary risk and fully leverage your wealth to achieve your life goals and passions.
Ryan is a CERTIFIED FINANCIAL PLANNER (TM) and graduate of Taylor University with a degree in Economics and Mathematics. He holds a master’s degree in Personal Financial Planning and has also studied International Economics at Oxford University in England.
Ryan, his wife, Kathryn, and their four children live in Carmel, Indiana, where they are active members in their local community. When away from the office, Ryan enjoys coaching sports, serving in the children’s ministry at his family’s church, playing basketball, hiking and biking with his family, and hopes to one day convince his wife to do an RV vacation out West.
Question & Answer
What are your service offerings?
Investment Planning
Insurance Planning
Estate Planning
Tax Planning
Comprehensive Financial Planni...
Retirement Planning
Do you have an area of expertise or specialization?
Business Owners
Estate & Generational Planning...
High Net Worth Client Needs
Medical Professionals
Retirement Planning & Distribu...
Tax Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Ryan Veldhuizen
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.
CRS (Client Relationship Summary) - RIA
Click below to view Ryan W Veldhuizen'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®
CFP®
Start date: 2010
Experience
Current
March 8, 2019 - Present
CATALYZE WEALTH MANAGEMENT
Office #1: 550 Congressional Blvd. Suite 350, Carmel, IN 46032RIA
CRD#: 300078
Carmel, IN
Past
June 25, 2014 - March 19, 2019
CAPSTONE WEALTH ADVISORS,INC.
RIA
CRD#: 122357
INDIANPOLIS, IN
Past
April 19, 2011 - June 25, 2014
KESSLER INVESTMENT GROUP, LLC
RIA
CRD#: 153696
COLUMBUS, IN
Past
August 15, 2007 - February 18, 2011
CITY SECURITIES CORPORATION
RIA
CRD#: 1459
INDIANAPOLIS, IN
Past
July 10, 2007 - February 18, 2011
CITY SECURITIES CORPORATION
BD
CRD#: 1459
INDIANAPOLIS, IN
Past
May 16, 2007 - July 30, 2007
CFD INVESTMENTS, INC.
BD
CRD#: 25427
KOKOMO, IN
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
Indiana(3/8/2019)
IAR
Texas(6/14/2021)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
CW
CATALYZE WEALTH MANAGEMENT
CATALYZE | CATALYZE, LLC | CATALYZE WEALTH MANAGEMENT | CATALYZE DENTAL ADVISORS
CRD#: 300078 / SEC#:
Indiana
Registered Investment Advisory firm - (1/16/2019 Approved)Texas
Registered Investment Advisory firm - (6/7/2021 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
550 Congressional Blvd. Suite 350, Carmel, IN 46032
Mailing Address
Phone number
(317) 537-7526
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 119 |
| AUM (Assets Under Management) | $ 38,874,042 |
Red Flags
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