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Ryan T. Bennett

KELDA WEALTH MANAGEMENT LLC
CUYAHOGA FALLS, OH
Some features on this profile are disabled
CRD#: 6758928
RB

Professional summary

Ryan Thomas Bennett, CFP® is a registered financial advisor currently at KELDA WEALTH MANAGEMENT LLC located in Cuyahoga Falls, Ohio.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Ryan has worked at 4 firms and has passed the Series 63, Series 7, SIE and Series 6 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Thomas Bennett's 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®
CFP®

Certified Financial Planner

Start date: 2021

Experience

Current

January 23, 2026 - Present

KELDA WEALTH MANAGEMENT LLC

RIA
CRD#: 340241
CUYAHOGA FALLS, OH
Past

April 30, 2021 - November 24, 2025

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
Mentor, OH
Past

April 15, 2019 - November 24, 2025

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
MENTOR, OH
Past

July 7, 2017 - April 15, 2019

NYLIFE DISTRIBUTORS LLC

BD
CRD#: 35350
Cleveland, OH

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
Louisiana
(1/27/2026)
IAR
Ohio
(1/23/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 4/1/2021
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 10/4/2018
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 7/7/2017
Investment Company Products/Variable Contracts Representative Examination

Current Firm

KW
KELDA WEALTH MANAGEMENT LLC
KELDA WEALTH MANAGEMENT LLC

CRD#: 340241 / SEC#:

Ohio
Registered Investment Advisory firm - (1/23/2026 Approved)
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Contact information

Main Address
Cuyahoga Falls, OH
Mailing Address
Phone number
(440) 539-2807
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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

KELDA WEALTH MANAGEMENT LLC

CRD#: 340241Cuyahoga Falls, OH

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