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Ryan Scott Wirth

NORTHROCK PARTNERS
Appleton, WI
·CRD# 6654031·10 years experience

Professional Summary

Ryan Scott Wirth, who also goes by Wirth Scott Ryan, Wirth Ryan, is a registered financial advisor currently at NORTHROCK PARTNERS, LLC located in Appleton, Wisconsin. Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Ryan has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Wirth Scott Ryan, Wirth Ryan

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

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

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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.

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Years of Experience

10 years in the financial services industry

Current & Past Employments

NORTHROCK PARTNERS, LLC·CRD# 167908
RIA
4915 West Grande Market Drive, Appleton, WI 54913
February 4, 2022 - Present
RBC CAPITAL MARKETS, LLC·CRD# 31194
RIA
Appleton, WI
July 29, 2016 - February 18, 2022
RBC CAPITAL MARKETS, LLC·CRD# 31194
BD
Appleton, WI
July 7, 2016 - February 18, 2022

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Current Firm

NORTHROCK PARTNERS, LLC
NORTHROCK PARTNERS, LLC

3 TACTICAL ADVISOR, LLC | ORPHEUS WEALTH MANAGEMENT, LLC | NORTHROCK PARTNERS, LLC | LIFESTAGE WEALTH MANAGEMENT GROUP | LIFESTAGE WEALTH MANAGEMENT

CRD#: 167908 / SEC#: 801-78194
RIA
Registered Investment Advisory firm - SEC (6/13/2013 Approved)

Contact Information

Main Address

225 South Sixth Street Suite 1400, Minneapolis, MN 55402

Phone Number

(612) 367-8800

# of Employees

233

SEC notice filing (40 States and Territories)

Registered to provide investment advisory services in 40 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

NORTHROCK PARTNERS WRAP PROGRAM BROCHURE (9/18/2026)

Regulatory Assets Under Management

Total Number of Accounts

24,014

AUM (Assets Under Management)

$12,185,185,517

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
08/26/2025Cover PageReport
11/05/2024Cover PageReport
01/29/2024Cover PageReport

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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.

Maintains Wisconsin license for Accident & Health, Life and Variable Contracts.

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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".
NORTHROCK PARTNERS, LLC
NORTHROCK PARTNERS, LLC

3 TACTICAL ADVISOR, LLC | ORPHEUS WEALTH MANAGEMENT, LLC | NORTHROCK PARTNERS, LLC | LIFESTAGE WEALTH MANAGEMENT GROUP | LIFESTAGE WEALTH MANAGEMENT

CRD#: 167908 / SEC#: 801-78194
RIA
Registered Investment Advisory firm - SEC (6/13/2013 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.
IAR
California
(2/10/2024)
IAR
Illinois
(12/12/2025)
IAR
Minnesota
(1/6/2023)
IAR
Texas
(2/10/2024)
IAR
Wisconsin
(2/4/2022)

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 66 — Uniform Combined State Law Examination

Passed Jul 2016About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jul 2016About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Ryan Scott Wirth's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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