AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
TR

Thomas M. Ryan

HEDEKER WEALTH LLC
Lincolnshire, IL 60069
Some features on this profile are disabled
CRD#: 6708534
TR

Professional summary

Thomas Murray Ryan, who also goes by Tom Ryan, is a registered financial advisor currently at HEDEKER WEALTH LLC located in Lincolnshire, Illinois.

Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Thomas has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Tom Ryan

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas Murray Ryan'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®
None

Experience

Current

November 2, 2021 - Present

HEDEKER WEALTH LLC

Office #1: One Overlook Point Suite 610, Lincolnshire, IL 60069
RIA
CRD#: 124341
Lincolnshire, IL
Past

September 26, 2016 - August 7, 2017

SPECTRUM WEALTH MANAGEMENT

RIA
CRD#: 154532
INDIANAPOLIS, IN

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".
HW
HEDEKER WEALTH LLC
CERTES CAPITAL WEALTH MANAGEMENT LLC | HEDEKER WEALTH MANAGEMENT GROUP, LLC | HEDEKER WEALTH MANAGEMENT GROUP | HEDEKER WEALTH LLC | CERTES CAPITAL WEALTH MANAGEMENT, LLC

CRD#: 124341 / SEC#: 801-61654

RIA
Registered Investment Advisory firm - (12/10/2002 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
Illinois
(11/2/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/2/2021
Uniform Investment Adviser Law Examination

Current Firm

HW
HEDEKER WEALTH LLC
CERTES CAPITAL WEALTH MANAGEMENT LLC | HEDEKER WEALTH MANAGEMENT GROUP, LLC | HEDEKER WEALTH MANAGEMENT GROUP | HEDEKER WEALTH LLC | CERTES CAPITAL WEALTH MANAGEMENT, LLC

CRD#: 124341 / SEC#: 801-61654

RIA
Registered Investment Advisory firm - (12/10/2002 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
One Overlook Point Suite 610, Lincolnshire, IL 60069
Mailing Address
Phone number
(847) 913-5594
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (7 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

HEDEKER WEALTH LLC DISCLOSURE BROCHURE (3/11/2025)

Regulatory assets under management

Total Number of Accounts707
AUM (Assets Under Management)$ 470,091,063

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

HEDEKER WEALTH LLC

CRD#: 124341Lincolnshire, IL 60069

TRUST BUT VERIFY

Monitor Thomas Ryan

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Michael Walter Basile
Michael BasileAdvisorCheck Check Mark
COUNTRY CAPITAL MANAGEMENT COMPANY
RR
Chicago, IL
AM
Allison MoranAdvisorCheck Check Mark
ONEAMERICA SECURITIES, INC.
RR
Lincolnshire, IL
JE
Jason EricksonAdvisorCheck Check Mark
VAN AKE CAPITAL LLC
IAR
WINNETKA, IL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics