Ryan D. Zeeb

MINISTRY PARTNERS SECURITIES

Fresno, CA 93720

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CRD#: 5969856

Professional summary

Ryan Deane Zeeb is a registered financial advisor currently at MINISTRY PARTNERS SECURITIES, LLC located in Fresno, California.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Ryan has worked at 5 firms and has passed the Series 65 exam.

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 Deane Zeeb'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®

None

Experience

Current

April 29, 2026 - Present

MINISTRY PARTNERS SECURITIES, LLC

Office #1: 8483 N. Millbrook Avenue, Suite 106, Fresno, CA 93720

RIA

CRD#: 154349

Fresno, CA

Past

November 9, 2023 - May 1, 2026

HOWARD BAILEY SECURITIES, LLC

RIA

CRD#: 282712

Perrysburg, OH

Past

August 28, 2018 - August 13, 2019

ONEASCENT FINANCIAL SERVICES LLC

RIA

CRD#: 284549

Perrysburg, OH

Past

May 2, 2013 - August 27, 2018

CAMELOT PORTFOLIOS, LLC

RIA

CRD#: 145918

MAUMEE, OH

Past

October 26, 2011 - July 18, 2013

GREENBERG GRAHAM ADVISORS LLC

RIA

CRD#: 128726

IRVINE, CA

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

California
(4/29/2026)

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 65

Date: 11/3/2023

Uniform Investment Adviser Law Examination

Current Firm

MINISTRY PARTNERS SECURITIES, LLC

LYON WEALTH ADVISORY, LLC | MINISTRY PARTNERS SECURITIES, LLC

CRD#: 154349 / SEC#: , 8-68628

California

Registered Investment Advisory firm - SEC (7/10/2013 Approved)

Idaho

Registered Investment Advisory firm - SEC (12/12/2022 Approved)

Illinois

Registered Investment Advisory firm - SEC (3/20/2020 Approved)

Oregon

Registered Investment Advisory firm - SEC (3/29/2018 Approved)

Tennessee

Registered Investment Advisory firm - SEC (2/18/2025 Approved)

Texas

Registered Investment Advisory firm - SEC (5/15/2015 Approved)

Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)

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Contact information

Main Address

One Pointe Dr Suite 205, Brea, CA 92821

Mailing Address

340 North Westlake Blvd Suite 160, Westlake Village, CA 91362

Phone number

(714) 671-5720

Established

Delaware since 04/27/2010

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (26 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Direct owners and executive officers

Name	Position	CRD#
MINISTRY PARTNERS INVESTMENT COMPANY, LLC	PARENT
FLUDE, DANIEL ALLAN	PRINCIPAL FINANCIAL OFFICER, FINOP	5813596
SWEENEY, BRIAN PATRICK	CCO	4174087
THOMPSON, DARREN MENDELL	CEO, PRINCIPAL OPERATING OFFICER	5402755

Regulatory assets under management

Total Number of Accounts	115
AUM (Assets Under Management)	$ 15,166,934

Disclosures

Regulatory Event

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 D. Zeeb

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Deane Zeeb's CRS (Customer Relationship Summary).

Certified licenses

Experience

MINISTRY PARTNERS SECURITIES, LLC

HOWARD BAILEY SECURITIES, LLC

ONEASCENT FINANCIAL SERVICES LLC

CAMELOT PORTFOLIOS, LLC

GREENBERG GRAHAM ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/3/2023

Current Firm

MINISTRY PARTNERS SECURITIES, LLC

Contact information

FINRA licenses (26 States and Territories)

Documents

Direct owners and executive officers

Regulatory assets under management

Disclosures

Red Flags

Company Information

MINISTRY PARTNERS SECURITIES, LLC

TRUST BUT VERIFY

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