AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
RB

Ryan Patrick Bowling

GRADIENT SECURITIES
Maumee, OH
·CRD# 6464576·11 years experience

Professional Summary

Ryan Patrick Bowling, who also goes by Ryan Bowling, is a registered financial advisor 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.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Ryan Bowling

Blog Corner

Similar Advisors

CB
Carson Joseph Biber

DRAKE & ASSOCIATES, LLC

WAUKESHA, WI · CRD#
View profile
HP
Harshavardhan Reddy Pakhal

BOFA SECURITIES, INC.

NEW YORK, NY · CRD#
ML
Matthew John Latarewicz

HERON BAY CAPITAL MANAGEMENT

BLOOMFIELD HILLS, MI · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

CB
Carson Joseph Biber

DRAKE & ASSOCIATES, LLC

WAUKESHA, WI · CRD#
Richard Paul Sabo
Richard Paul Sabo

J. W. COLE ADVISORS, INC.

GIBSONIA, PA · CRD#
HP
Harshavardhan Reddy Pakhal

BOFA SECURITIES, INC.

NEW YORK, NY · CRD#
ML
Matthew John Latarewicz

HERON BAY CAPITAL MANAGEMENT

BLOOMFIELD HILLS, MI · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

CB
Carson Joseph Biber

DRAKE & ASSOCIATES, LLC

WAUKESHA, WI · CRD#
Richard Paul Sabo
Richard Paul Sabo

J. W. COLE ADVISORS, INC.

GIBSONIA, PA · CRD#
HP
Harshavardhan Reddy Pakhal

BOFA SECURITIES, INC.

NEW YORK, NY · CRD#
ML
Matthew John Latarewicz

HERON BAY CAPITAL MANAGEMENT

BLOOMFIELD HILLS, MI · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

CB
Carson Joseph Biber

DRAKE & ASSOCIATES, LLC

WAUKESHA, WI · CRD#
Richard Paul Sabo
Richard Paul Sabo

J. W. COLE ADVISORS, INC.

GIBSONIA, PA · CRD#
HP
Harshavardhan Reddy Pakhal

BOFA SECURITIES, INC.

NEW YORK, NY · CRD#
ML
Matthew John Latarewicz

HERON BAY CAPITAL MANAGEMENT

BLOOMFIELD HILLS, MI · CRD#

Years of Experience

11 years in the financial services industry

Current & Past Employments

GRADIENT SECURITIES, LLC·CRD# 127701
RIA
BD
1715 Indian Wood Circle Suite #200, Maumee, OH 43537
May 21, 2025 - Present
MWA FINANCIAL SERVICES INC.·CRD# 112630
RIA
Maumee, OH
May 31, 2019 - January 31, 2025
MWA FINANCIAL SERVICES INC.·CRD# 112630
BD
Maumee, OH
April 15, 2015 - February 27, 2025

Similar Advisors

CB
Carson Joseph Biber

DRAKE & ASSOCIATES, LLC

WAUKESHA, WI · CRD#
Richard Paul Sabo
Richard Paul Sabo

J. W. COLE ADVISORS, INC.

GIBSONIA, PA · CRD#
HP
Harshavardhan Reddy Pakhal

BOFA SECURITIES, INC.

NEW YORK, NY · CRD#
ML
Matthew John Latarewicz

HERON BAY CAPITAL MANAGEMENT

BLOOMFIELD HILLS, MI · CRD#

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)

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

67

SEC notice filing (51 States and Territories)

Registered to provide investment advisory services in 51 US states and territories.

FINRA licenses (51 States and Territories)

Registered to provide investment advisory services in 51 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

GWM ADV PART 2A & 2B (4/13/2026)

Direct owners and executive officers

NamePositionCRD#
MERAKI PRIVATE EQUITY, LLCOWNER—
JOCHUM, JAMIE LEEFINOP4459768
NELSON, ROBERT SCOTTPRESIDENT & ELECTED MANAGER4237080
REMME, BRIAN ANDREWCHIEF COMPLIANCE OFFICER3103459

Regulatory Assets Under Management

Total Number of Accounts

5,848

AUM (Assets Under Management)

$607,877,168

Disclosures

Regulatory Event

1

Similar Advisors

CB
Carson Joseph Biber

DRAKE & ASSOCIATES, LLC

WAUKESHA, WI · CRD#
Richard Paul Sabo
Richard Paul Sabo

J. W. COLE ADVISORS, INC.

GIBSONIA, PA · CRD#
HP
Harshavardhan Reddy Pakhal

BOFA SECURITIES, INC.

NEW YORK, NY · CRD#
ML
Matthew John Latarewicz

HERON BAY CAPITAL MANAGEMENT

BLOOMFIELD HILLS, MI · CRD#

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

Similar Advisors

CB
Carson Joseph Biber

DRAKE & ASSOCIATES, LLC

WAUKESHA, WI · CRD#
Richard Paul Sabo
Richard Paul Sabo

J. W. COLE ADVISORS, INC.

GIBSONIA, PA · CRD#
HP
Harshavardhan Reddy Pakhal

BOFA SECURITIES, INC.

NEW YORK, NY · CRD#
ML
Matthew John Latarewicz

HERON BAY CAPITAL MANAGEMENT

BLOOMFIELD HILLS, MI · CRD#

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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
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)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Aug 2016About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Apr 2015About the Series 6 exam
FINRA
SRO Registrations

Similar Advisors

CB
Carson Joseph Biber

DRAKE & ASSOCIATES, LLC

WAUKESHA, WI · CRD#
Richard Paul Sabo
Richard Paul Sabo

J. W. COLE ADVISORS, INC.

GIBSONIA, PA · CRD#
HP
Harshavardhan Reddy Pakhal

BOFA SECURITIES, INC.

NEW YORK, NY · CRD#
ML
Matthew John Latarewicz

HERON BAY CAPITAL MANAGEMENT

BLOOMFIELD HILLS, MI · CRD#

CRS (Client Relationship Summary) - BD

Click below to view Ryan Patrick Bowling's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

CB
Carson Joseph Biber

DRAKE & ASSOCIATES, LLC

WAUKESHA, WI · CRD#
Richard Paul Sabo
Richard Paul Sabo

J. W. COLE ADVISORS, INC.

GIBSONIA, PA · CRD#
HP
Harshavardhan Reddy Pakhal

BOFA SECURITIES, INC.

NEW YORK, NY · CRD#
ML
Matthew John Latarewicz

HERON BAY CAPITAL MANAGEMENT

BLOOMFIELD HILLS, MI · CRD#
RB
Follow Ryan
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required