Ryan B. Stephen

RBS WEALTH MANAGEMENT

ALTO, MI 49302

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CRD#: 5658456

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ryan B Stephen | Ryan Stephen

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)NXT Ventures LLC; Not investment-related; 9869 60th st, Alto, MI 49302; An entity to help my kids start businesses that need my capital for equipment and startup; 100% ownership; business ownership; 4/22/2024 start date; 8 hours per month; 2 hours per month during trading hours; procure loans, develop business plan, oversee accounting of it all 2) RBS Wealth Management LLC - Alto MI, Investment Related, Member, Investment Advice - advising clients with investment direction and implementation, Participation start date 11/12/2021, 150 hours per month during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Bernard Stephen's CRS (Customer Relationship Summary).

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®

None

Experience

Current

August 19, 2025 - Present

RBS WEALTH MANAGEMENT

Office #1: 6840 Whitneyville Ave Se, Alto, MI 49302

RIA

CRD#: 336536

ALTO, MI

Past

November 12, 2021 - September 10, 2025

BENJAMIN F. EDWARDS WEALTH MANAGEMENT, LLC

RIA

CRD#: 297750

Alto, MI

Past

November 12, 2021 - September 10, 2025

BENJAMIN F. EDWARDS & COMPANY, INC.

CRD#: 146936

Alto, MI

Past

July 17, 2009 - November 15, 2021

EDWARD JONES

RIA

CRD#: 250

ALTO, MI

Past

June 2, 2009 - November 15, 2021

EDWARD JONES

CRD#: 250

ALTO, MI

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

Michigan
(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

State Security Law Exam

IAR

Series 66

Date: 7/13/2009

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/1/2009

General Securities Representative Examination

Current Firm

RBS WEALTH MANAGEMENT

RBS WEALTH MANAGEMENT | RBS WEALTH MANAGEMENT, LLC

CRD#: 336536 / SEC#: 801-132881

RIA

Registered Investment Advisory firm - (6/2/2025 120-Day Approval)

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Contact information

Main Address

6840 Whitneyville Ave Se, Alto, MI 49302

Mailing Address

Phone number

(616) 591-5080

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

RBS WEALTH MANAGEMENT ADV PART 2A 4-2025 (4/29/2025)

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.

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Ryan B. Stephen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Bernard Stephen's CRS (Customer Relationship Summary).

Certified licenses

Experience

RBS WEALTH MANAGEMENT

BENJAMIN F. EDWARDS WEALTH MANAGEMENT, LLC

BENJAMIN F. EDWARDS & COMPANY, INC.

EDWARD JONES

EDWARD JONES

State Registrations and Notice Filings

Exams

Series 66

Date: 7/13/2009

SIE

Date: 10/1/2018

Series 7

Date: 6/1/2009

Current Firm

RBS WEALTH MANAGEMENT

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

RBS WEALTH MANAGEMENT

TRUST BUT VERIFY

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