Ryan M. Wehking

CBIZ INVESTMENT ADVISORY SERVICES

St Louis, MO 63141

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CRD#: 6533391

Professional summary

Ryan Matthew Wehking, AIF® is a registered financial advisor currently at CBIZ INVESTMENT ADVISORY SERVICES, LLC located in St Louis, Missouri.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Ryan has worked at 3 firms and has passed the Series 66, SIE and Series 7 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.

"St. Louis Scott Gallagher Soccer Club Type of business: Youth Soccer Program Fenton, MO Start date: 8/17/2015 Goalkeeper Coach Hours per week: 6 Hours during trading: 0 Coaching youth boys and girls on the proper technique of being a goalkeeper. Practices typically last 1.5 - 2 hours, twice a week in the late evenings."

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Matthew Wehking'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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

May 13, 2019 - Present

CBIZ INVESTMENT ADVISORY SERVICES, LLC

Office #1: 721 Emerson Road Suite 400, St Louis, MO 63141

RIA

CRD#: 286002

St Louis, MO

Past

May 13, 2019 - December 31, 2021

CBIZ FINANCIAL SOLUTIONS, INC.

RIA

CRD#: 16678

St Louis, MO

Past

November 17, 2015 - April 15, 2019

EDWARD JONES

RIA

CRD#: 250

CHESTERFIELD, MO

Past

October 21, 2015 - April 15, 2019

EDWARD JONES

CRD#: 250

CHESTERFIELD, MO

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".

CBIZ INVESTMENT ADVISORY SERVICES, LLC

CBIZ INVESTMENT ADVISORY SERVICES, LLC | THE INR TEAM OF CBIZ IAS | CBIZ RETIREMENT PLAN SERVICES

CRD#: 286002 / SEC#: 801-108996

RIA

Registered Investment Advisory firm - (2/8/2017 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

Missouri
(10/13/2020)

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 66

Date: 11/16/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/21/2015

General Securities Representative Examination

Current Firm

CBIZ INVESTMENT ADVISORY SERVICES, LLC

CBIZ INVESTMENT ADVISORY SERVICES, LLC | THE INR TEAM OF CBIZ IAS | CBIZ RETIREMENT PLAN SERVICES

CRD#: 286002 / SEC#: 801-108996

RIA

Registered Investment Advisory firm - (2/8/2017 Approved)

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Contact information

Main Address

5959 Rockside Woods Blvd N Suite 600, Cleveland, OH 44131

Mailing Address

Phone number

(216) 447-9000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CBIZ IAS BROCHURE NO WRAP (3/27/2025)

THE CBIZ INR WRAP BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts	2,658
AUM (Assets Under Management)	$ 10,491,932,749

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 M. Wehking

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Matthew Wehking's CRS (Customer Relationship Summary).

Certified licenses

Experience

CBIZ INVESTMENT ADVISORY SERVICES, LLC

CBIZ FINANCIAL SOLUTIONS, INC.

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

CBIZ INVESTMENT ADVISORY SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/16/2015

SIE

Date: 10/1/2018

Series 7

Date: 10/21/2015

Current Firm

CBIZ INVESTMENT ADVISORY SERVICES, LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CBIZ INVESTMENT ADVISORY SERVICES, LLC

TRUST BUT VERIFY

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