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RL

Ryan A. Lauer

BARNES DENNIG PRIVATE WEALTH MANAGEMENT
Crestview Hills, KY 41017
Some features on this profile are disabled
CRD#: 5889082
RL

Professional summary

Ryan Allen Lauer is a registered financial advisor currently at BARNES DENNIG PRIVATE WEALTH MANAGEMENT, LLC located in Crestview Hills, Kentucky.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Ryan has worked at 1 firm .

top-8-questions

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Allen Lauer'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

February 5, 2025 - Present

BARNES DENNIG PRIVATE WEALTH MANAGEMENT, LLC

Office #1: 2617 Legends Way Suite 100, Crestview Hills, KY 41017Office #2: 8470 Allison Pointe Boulevard Suite 200, Indianapolis, IN 46250Office #3: 40 N Main Street Suite 2000, Dayton, OH 45423
RIA
CRD#: 328496
Crestview Hills, KY

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".
BD
BARNES DENNIG PRIVATE WEALTH MANAGEMENT, LLC
BARNES DENNIG FINANCIAL SERVICES, LLC. | BARNES DENNIG PRIVATE WEALTH MANAGEMENT, LLC

CRD#: 328496 / SEC#: 801-130851

RIA
Registered Investment Advisory firm - (7/31/2024 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.

Highlighted states indicate IAR registrations

IAR
Florida
(3/28/2025)
IAR
Kentucky
(2/5/2025)

Exams

Current Firm

BD
BARNES DENNIG PRIVATE WEALTH MANAGEMENT, LLC
BARNES DENNIG FINANCIAL SERVICES, LLC. | BARNES DENNIG PRIVATE WEALTH MANAGEMENT, LLC

CRD#: 328496 / SEC#: 801-130851

RIA
Registered Investment Advisory firm - (7/31/2024 Approved)
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Contact information

Main Address
150 East 4th Street Third Floor, Cincinnati, OH 45202
Mailing Address
Phone number
(513) 241-8313
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (13 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FIRM BROCHURE_FORM ADV PART 2A _BDPW.IAD.02.V3.0.2025.03.26 (3/26/2025)

Regulatory assets under management

Total Number of Accounts235
AUM (Assets Under Management)$ 102,794,064

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

BARNES DENNIG PRIVATE WEALTH MANAGEMENT, LLC

CRD#: 328496Crestview Hills, KY 41017

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