RB
Ryan P. Bowling
GRADIENT SECURITIES
Maumee, OH 43537
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CRD#: 6464576
RB
Professional summary
Ryan Patrick Bowling, who also goes by Ryan Bowling, is a registered financial professional currently at GRADIENT SECURITIES, LLC located in Maumee, Ohio.
Ryan is registered as a RR (Registered Representative) and started their career in finance in 2015. Ryan has worked at 2 firms and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Ryan Bowling
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) Village of Gisonburg noninv Gibsonburg OH council board member 12/18 8noninv 0inv Assist in decisions concerning the village 2)WEBB Homes Ltd inv Perrysburg, OH part owner home building/development company 3/2021 5noninv 0inv Assist with purchasing and building 3)Bowling Transportation Inc noninv Fostoria OH Transportation Company owned by Dad 9/20/21 10noninv 0inv temporlily assisting with business as consultant
CRS (Client Relationship Summary) - BD
Click below to view Ryan Patrick Bowling'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
May 21, 2025 - Present
GRADIENT SECURITIES, LLC
Office #1: 1715 Indian Wood Circle, Maumee, OH 43537RIA
BD
CRD#: 127701
Maumee, OH
Past
May 31, 2019 - January 31, 2025
MWA FINANCIAL SERVICES INC.
RIA
CRD#: 112630
MAUMEE, OH
Past
April 15, 2015 - February 27, 2025
MWA FINANCIAL SERVICES INC.
BD
CRD#: 112630
MAUMEE, OH
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".
GS
GRADIENT SECURITIES, LLC
GRADIENT SECURITIES, LLC | SYM CAPITAL SECURITIES, LLC | GRADIENT WEALTH MANAGEMENT
CRD#: 127701 / SEC#: 801-80807, 8-66032
RIA
Registered Investment Advisory firm - SEC (1/8/2015 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Georgia(5/29/2025)
RR
Indiana(5/23/2025)
RR
Michigan(5/27/2025)
RR
North Carolina(5/22/2025)
RR
Ohio(5/21/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
GS
GRADIENT SECURITIES, LLC
GRADIENT SECURITIES, LLC | SYM CAPITAL SECURITIES, LLC | GRADIENT WEALTH MANAGEMENT
CRD#: 127701 / SEC#: 801-80807, 8-66032
RIA
Registered Investment Advisory firm - SEC (1/8/2015 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information
Main Address
4105 Lexington Avenue Suite 380, Arden Hills, MN 55126
Mailing Address
4105 Lexington Avenue Suite 380, Arden Hills, MN 55126
Phone number
(866) 991-1539
Established
Delaware since 04/09/2003
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
62
SEC notice filing (51 States and Territories)
FINRA licenses (51 States and Territories)
Direct owners and executive officers
Regulatory assets under management
| Total Number of Accounts | 7,322 |
| AUM (Assets Under Management) | $ 591,069,287 |
Disclosures
| Regulatory Event | 1 |
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
GRADIENT SECURITIES, LLC
CRD#: 127701Maumee, OH 43537TRUST BUT VERIFY
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