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Ryan Robert Gresmer

PNC WEALTH MANAGEMENT
Madison, WI
·CRD# 6691254·9 years experience

Professional Summary

Ryan Robert Gresmer, who also goes by Ryan R Gresmer, Ryan Gresmer, is a registered financial advisor currently at PNC WEALTH MANAGEMENT LLC located in Madison, Wisconsin. Ryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Ryan has worked at 4 firms and has passed the Series 63, Series 66, Series 7TO, SIE and Series 6 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Ryan R Gresmer, Ryan Gresmer

Blog Corner

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Videos & Posts

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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

9 years in the financial services industry

Current & Past Employments

PNC WEALTH MANAGEMENT LLC·CRD# 129052
RIA
BD
Madison, WI
April 21, 2022 - Present
PNC WEALTH MANAGEMENT LLC·CRD# 129052
RIA
BD
249 Fifth Avenue Floor 29, Pittsburgh, PA 15222
May 11, 2022 - Present
WEALTHSPIRE RETIREMENT ADVISORY·CRD# 121254
RIA
Madison, WI
March 24, 2020 - December 3, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
RIA
Madison, WI
March 5, 2019 - April 8, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
Madison, WI
January 2, 2019 - April 8, 2020
U.S. BANCORP INVESTMENTS, INC.·CRD# 17868
BD
Madison, WI
May 22, 2017 - September 11, 2018

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Current Firm

PW
PNC WEALTH MANAGEMENT LLC

PNC INVESTMENTS | PNC WEALTH MANAGEMENT LLC | PNC WEALTH MANAGEMENT | PNC INVESTMENTS LLC

CRD#: 129052 / SEC#: 801-66195, 8-66195
RIA
Registered Investment Advisory firm - SEC (9/17/2003 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)

Contact Information

Main Address

300 Fifth Avenue 26th Floor, Pittsburgh, PA 15222-2722

Mailing Address

1900 E. 9th Street 17th Floor, Cleveland, OH 44114

Phone Number

(800) 762-6111

Established

Delaware since 09/17/2003

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Large

# of Employees

1,713

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

FINRA licenses (52 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

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

Part 2 Brochures

PORTFOLIO SOLUTIONS STRATEGIST (9/8/2026)

Direct owners and executive officers

NamePositionCRD#
PNC BANK, NATIONAL ASSOCIATIONPARENT—
FLYNN, SEANCHIEF COMPLIANCE OFFICER & BOARD OF MANAGERS2790159
GUERRINI, RICHARD ROBERTPRESIDENT, CEO, BOARD OF MANAGERS1990015
HOLODINSKI, JOHN PAULBOARD OF MANAGERS2494707
MITCHELL, JESSICABOARD OF MANAGERS6624246
RAMOS, REGIS RESENDECHIEF FINANCIAL OFFICER, PRINCIPAL FINANCIAL OFFICER, FINOP5205169
RICHARDSON, MARGARET MARYCHIEF OPERATING OFFICER/BOARD OF MANAGERS6002933
RODGERS, STEPHANIE ELIZABETHBOARD OF MANAGERS & SECRETARY6004741
SANTILLO, ROBERT WILSONBOARD OF MANAGERS5379581
THOMPSON, LEIGH CHASECHIEF LEGAL OFFICER6534162
WEIDNER, KIMBERLY LYNNCHIEF RISK OFFICER & BOARD OF MANAGERS4080314

Regulatory Assets Under Management

Total Number of Accounts

164,103

AUM (Assets Under Management)

$30,273,072,662

Disclosures

Regulatory Event

13

Arbitration

6

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
01/08/2026Cover PageReport
10/28/2024Cover 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.

1. Name: Cabelas/ Bass Pro LLC / Job Title: Retail Outfitter- Firearms Sales / Job responsibilities: POSITION SUMMARY: Performs various Selling and Customer Service activities, to include greeting and acknowledging all customers in a prompt and friendly manner, handling merchandise with care providing information, assistance, and direction to customers. ESSENTIAL FUNCTIONS: Supports a strong commitment to world class customer service and ensures a pleasant and productive shopping experience for all customers, Insure a pleasant and productive shopping experience for all customers, Demonstrate product to customers, Replenish product on shelves as required per merchandising guidelines, Remains product expert through ongoing product knowledge training, Knowledgeable of advertised sales; maintain pricing and signing, Assist with Seasonal floor merchandise moves, Restock merchandise as required, Keeps work area clean, neat and well stocked with supplies, Follows all Company Policies and Procedures, Provide a legendary experience for every customer, every time by assisting customers in making buying decisions by: Identifying and evaluating customers' needs, Making product recommendations based off of this analysis, Promoting programs including, but not limited to CLUB Membership, VOC and In-Store Pick-up / State: Wisconsin / Website Address (if known): https://www.cabelas.com / Additional Comments: This is part time employment at night and on the weekends, which would not interfere with my job duties at PNC. My employment started with Cabelas in September of 2021. //

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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".
PW
PNC WEALTH MANAGEMENT LLC

PNC INVESTMENTS | PNC WEALTH MANAGEMENT LLC | PNC WEALTH MANAGEMENT | PNC INVESTMENTS LLC

CRD#: 129052 / SEC#: 801-66195, 8-66195
RIA
Registered Investment Advisory firm - SEC (9/17/2003 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)

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.
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
Alabama
(6/16/2022)
RR
Alaska
(6/20/2022)
RR
Arizona
(6/27/2022)
RR
Arkansas
(6/20/2022)
RR
California
(6/17/2022)
RR
Colorado
(6/30/2022)
RR
Connecticut
(6/16/2022)
RR
Delaware
(6/27/2022)
RR
District of Columbia
(6/28/2022)
RR
Florida
(6/17/2022)
RR
Georgia
(6/21/2022)
RR
Hawaii
(9/30/2022)
RR
Idaho
(6/23/2022)
RR
Illinois
(6/29/2022)
RR
Indiana
(7/18/2022)
RR
Iowa
(6/16/2022)
RR
Kansas
(6/21/2022)
RR
Kentucky
(6/16/2022)
RR
Louisiana
(6/21/2022)
RR
Maine
(6/17/2022)
RR
Maryland
(6/21/2022)
RR
Michigan
(6/21/2022)
RR
Minnesota
(6/23/2022)
RR
Mississippi
(6/21/2022)
RR
Missouri
(6/16/2022)
RR
Montana
(6/16/2022)
RR
Nebraska
(6/17/2022)
RR
Nevada
(6/28/2022)
RR
New Hampshire
(6/23/2022)
RR
New Jersey
(8/17/2022)
RR
New Mexico
(6/17/2022)
RR
New York
(6/21/2022)
RR
North Carolina
(6/23/2022)
RR
North Dakota
(6/20/2022)
RR
Ohio
(6/21/2022)
RR
Oklahoma
(6/20/2022)
RR
Oregon
(6/23/2022)
RR
Pennsylvania
(6/14/2022)
RR
Rhode Island
(6/23/2022)
RR
South Carolina
(6/20/2022)
RR
South Dakota
(7/26/2022)
RR
Tennessee
(6/17/2022)
RR
Texas
(6/21/2022)
RR
Utah
(6/17/2022)
RR
Vermont
(6/16/2022)
RR
Virginia
(6/16/2022)
RR
Washington
(6/16/2022)
RR
West Virginia
(6/23/2022)
IAR
Wisconsin
(4/21/2022)
RR
Wisconsin
(5/12/2022)
RR
Wyoming
(7/6/2022)

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.Note:This rule does not apply to broker-dealer activity.

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 Jun 2022About the Series 63 exam

Series 66 — Uniform Combined State Law Examination

Passed Mar 2019About the Series 66 exam

Series 7TO — General Securities Representative Examination

Passed Jan 2019About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Sep 2018About the SIE exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed May 2017About the Series 6 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Ryan Robert Gresmer's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Ryan Robert Gresmer's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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RG
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