RV
Ryan M. Vassar
LEO WEALTH
BIG SPRING, TX 79720
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CRD#: 5449359
RV
Professional summary
Ryan Mark Vassar is a registered financial advisor currently at LEO WEALTH, LLC located in Big Spring, Texas and LEO BROKERAGE, LLC located in Big Spring, Texas.
Ryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Ryan has worked at 2 firms and has passed the Series 66, SIE and Series 7 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.
Arpinum Inc.; Not investment related; professional services; 2022 to present Cicero Research; Not investment related; Nonprofit public policy; Corporate Secretary 2022 to present Cicero Action; Not investment related; Nonprofit public policy; Corporate Secretary 2022 to present Ryan M Vassar Inc.; not investment related; professional services; president; 2007-present; Big Spring, Texas RyAnna Corp; not investment related; professional services; president; 2014-present; Big Spring, Texas KMR Financial Group Inc; investment related; professional services; partner; 2012-present; Big Spring, Texas Independent licensed insurance agent; investment related; 2011-present; Big Spring, Texas
CRS (Client Relationship Summary) - RIA
Click below to view Ryan Mark Vassar'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
October 8, 2021 - Present
LEO WEALTH, LLC
Office #1: 1001 E Fm 700, Big Spring, TX 79720RIA
CRD#: 283891
BIG SPRING, TX
Current
November 27, 2007 - Present
LEO BROKERAGE, LLC
Office #1: 1001 East Fm 700, Big Spring, TX 79720BD
CRD#: 109121
Big Spring, TX
Past
May 7, 2008 - January 3, 2022
LEO BROKERAGE, LLC
RIA
CRD#: 109121
HURST, TX
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".
LW
LEO WEALTH, LLC
CORPORATE PENSIONS COMPANY | ROCKWALL WEALTH MANAGEMENT | MASSEY QUICK WEALTH SOLUTIONS LLC | LEOGROUP WEALTH SOLUTIONS, LLC | LEO WEALTH, LLC | KMR FINANCIAL GROUP | INVESTMENT AND ASSET PLANNING
CRD#: 283891 / SEC#: 801-108435
RIA
Registered Investment Advisory firm - (9/26/2016 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
Texas(5/7/2008)
IAR
Texas(10/8/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
LW
LEO WEALTH, LLC
CORPORATE PENSIONS COMPANY | ROCKWALL WEALTH MANAGEMENT | MASSEY QUICK WEALTH SOLUTIONS LLC | LEOGROUP WEALTH SOLUTIONS, LLC | LEO WEALTH, LLC | KMR FINANCIAL GROUP | INVESTMENT AND ASSET PLANNING
CRD#: 283891 / SEC#: 801-108435
RIA
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Contact information
Main Address
860 Airport Freeway Suite 402, Hurst, TX 76054
Mailing Address
Phone number
(817) 354-1090
Established
Firm type
Fiscal year end
# of Employees
43
SEC notice filing (24 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,566 |
| AUM (Assets Under Management) | $ 2,655,950,651 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/11/2025 | ||
| 10/23/2024 | ||
| 11/30/2023 |
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.
