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Ryan J. Bytwerk

RIGHTOAK ASSET MANAGEMENT
GRAND LEDGE, MI
Some features on this profile are disabled
CRD#: 6102732
RB

Professional summary

Ryan John Bytwerk is a registered financial advisor currently at RIGHTOAK ASSET MANAGEMENT, LLC located in Grand Ledge, Michigan.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Ryan has worked at 3 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 John Bytwerk'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

October 17, 2025 - Present

RIGHTOAK ASSET MANAGEMENT, LLC

RIA
CRD#: 337832
GRAND LEDGE, MI
Past

March 31, 2015 - October 24, 2025

GRADIENT SECURITIES, LLC

RIA
CRD#: 127701
GRAND LEDGE, MI
Past

August 3, 2012 - March 30, 2015

GRADIENT ADVISORS, LLC

RIA
CRD#: 152665
GRAND LEDGE, 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
(10/17/2025)
IAR
Texas
(10/20/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/2/2012
Uniform Investment Adviser Law Examination

Current Firm

RA
RIGHTOAK ASSET MANAGEMENT, LLC
DOMINION WEALTH STRATEGIES | RIGHTOAK ASSET MANAGEMENT, LLC

CRD#: 337832 / SEC#: 801-134408

RIA
Registered Investment Advisory firm - (9/23/2025 120-Day Approval)
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Contact information

Main Address
Grand Ledge, MI
Mailing Address
Phone number
(517) 306-4884
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (3 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

2A BROCHURE (9/29/2025)
0

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

RIGHTOAK ASSET MANAGEMENT, LLC

CRD#: 337832Grand Ledge, MI

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