Ryan Bernard Stephen
Professional Summary
Ryan Bernard Stephen, who also goes by Ryan B Stephen, Ryan Stephen, is a registered financial advisor currently at RBS WEALTH MANAGEMENT located in Alto, Michigan. Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Ryan has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Ryan B Stephen, Ryan Stephen
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WEALTHCARE CAPITAL MANAGEMENT LLC
Videos & Posts
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WEALTHCARE CAPITAL MANAGEMENT LLC
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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WEALTHCARE CAPITAL MANAGEMENT LLC
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Disclosures on record.
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WEALTHCARE CAPITAL MANAGEMENT LLC
Years of Experience
17 years in the financial services industry
Current & Past Employments
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Current Firm
RBS WEALTH MANAGEMENT | RBS WEALTH MANAGEMENT, LLC
Contact Information
Main Address
6840 Whitneyville Ave Se, Alto, MI 49302Phone Number
(616) 727-8484# of Employees
6SEC notice filing (4 States and Territories)
Registered to provide investment advisory services in 4 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,315AUM (Assets Under Management)
$322,324,114Similar Advisors
WEALTHCARE CAPITAL MANAGEMENT LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
RBS WEALTH MANAGEMENT | RBS WEALTH MANAGEMENT, LLC
State Registrations and Notice Filings
(8/19/2025)
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.
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WEALTHCARE CAPITAL MANAGEMENT LLC
CRS (Client Relationship Summary) - RIA
Click below to view Ryan Bernard Stephen's CRS (Customer Relationship Summary).
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WEALTHCARE CAPITAL MANAGEMENT LLC
