RB
Ryan E. Bennett
RPG FAMILY WEALTH ADVISORY
Apison, TN 37302
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CRD#: 6274472
RB
Professional summary
Ryan Emerson Bennett is a registered financial advisor currently at RPG FAMILY WEALTH ADVISORY, LLC located in Apison, Tennessee.
Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Ryan has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
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.
1. Freedom Financial LLC. Investment related. Life insurance and Fixed Indexed Annuity sales as well as a DBA for IAR business. Start 07/15/2-19. 10 hours per month; At Reported Business Location. 2. Camarillo Cards. Not investment related. Sole proprietor. DBA. Selling trading cards in EBay with Son. Primarily a hobby. Start 8/1/21. 10 hours per month. 3. Name of outside business: Mortgage Free Life; ADV Category: none of these; Is the business investment related: No;Location of the business: 510 W. Pearce Blvd., Suite 1 Wentzville MO 63385 USA; Description of the business: Mortgage Free Life serves in a supporting capacity for financial underwriting and insurance underwriting processes. A third party banking institution is exclusively responsible for all financial underwriting activities, while a third party insurance company exclusively handles all aspects of insurance underwriting. Position Title: Agent; Responsibilities Duties: As an agent, I assume a supportive role in facilitating communication and coordination between the parties involved but do not possess any decision-making authority in either the financial or insurance underwriting processes.; Start date with business: 2025-05-29; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 3; Will an IRS form for income earned be received: Yes; Contact person at the organization: Matt Evans; Website address for the organization: mortgagefreelife.com; 3. Real Estate Partnership Agreements. Investment Related. Partner. Start 08/01/2023. 1 hour per month. Form a partnership with individuals who wish to invest in single family homes for the purpose of holding and renting. Responsibilities Duties include analysis of purchase and financing decisions; 4. EZ Equipment; Investment related; Financial Planner; 9844 MO-72 Millersville MO 63766; EZ Equipment Zone partners with owners for equipment rental income growth; Assist clients with EZ Equipment Zone investments, charge platform fee; Start date with business: 2024-12-10; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 1.
CRS (Client Relationship Summary) - RIA
Click below to view Ryan Emerson Bennett'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®
NoneExperience
Current
September 18, 2023 - Present
RPG FAMILY WEALTH ADVISORY, LLC
Office #1: 10931 Apisonian Lane, Apison, TN 37302RIA
CRD#: 158528
Apison, TN
Past
July 23, 2019 - January 23, 2023
FIRST HEARTLAND CONSULTANTS, INC.
RIA
CRD#: 110377
Camarillo, CA
Past
July 22, 2019 - January 23, 2023
FIRST HEARTLAND CAPITAL, INC.
BD
CRD#: 32460
Camarillo, CA
Past
April 12, 2017 - July 22, 2019
TRANSAMERICA FINANCIAL ADVISORS, LLC
RIA
CRD#: 16164
CAMARILLO, CA
Past
December 14, 2013 - July 22, 2019
TRANSAMERICA FINANCIAL ADVISORS, LLC
BD
CRD#: 16164
CAMARILLO, CA
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".
RF
RPG FAMILY WEALTH ADVISORY, LLC
ANCHOR FINANCIAL GROUP | THE INNOVATIVE GROUP | TEG ADVISORS | RPG FAMILY WEALTH ADVISORY, LLC | RPG FAMILY WEALTH ADVISORY | RISK PARADIGM GROUP FAMILY WEALTH ADVISORY | KOLDEN WEALTH | HARDING FINANCIAL PARTNERS | FREEDOM FINANCIAL
CRD#: 158528 / SEC#: 801-72631
RIA
Registered Investment Advisory firm - (8/3/2011 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
California(9/18/2023)
IAR
Tennessee(9/2/2025)
IAR
Texas(9/18/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
RF
RPG FAMILY WEALTH ADVISORY, LLC
ANCHOR FINANCIAL GROUP | THE INNOVATIVE GROUP | TEG ADVISORS | RPG FAMILY WEALTH ADVISORY, LLC | RPG FAMILY WEALTH ADVISORY | RISK PARADIGM GROUP FAMILY WEALTH ADVISORY | KOLDEN WEALTH | HARDING FINANCIAL PARTNERS | FREEDOM FINANCIAL
CRD#: 158528 / SEC#: 801-72631
RIA
Registered Investment Advisory firm - (8/3/2011 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
25 Burlington Mall Road Suite 404, Burlington, MA 01803
Mailing Address
Phone number
(888) 285-8600
Established
Firm type
Fiscal year end
# of Employees
21
SEC notice filing (20 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,960 |
| AUM (Assets Under Management) | $ 590,320,074 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
RPG FAMILY WEALTH ADVISORY, LLC
CRD#: 158528Apison, TN 37302TRUST BUT VERIFY
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