RM
Ryan C. Mizer
WOLFGANG CAPITAL
TEMECULA, CA 92590
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CRD#: 6847725
RM
Professional summary
Ryan Cole Mizer is a registered financial advisor currently at WOLFGANG CAPITAL located in Temecula, California.
Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Ryan has worked at 1 firm and has passed the Series 65 exam.
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.
Wolfgang Financial Group LLC dba Wolfgang Financial and Insurance Agency LLC; investment related; Temecula, CA; Insurance sales and service; Insurance Agent; started 08/2017; approximately 50% of time.
CRS (Client Relationship Summary) - RIA
Click below to view Ryan Cole Mizer'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®
NoneExperience
Current
June 7, 2018 - Present
WOLFGANG CAPITAL
Office #1: 28751 Rancho California Rd Suite 100, Temecula, CA 92590RIA
CRD#: 283525
TEMECULA, CA
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".
WC
WOLFGANG CAPITAL
WOLFGANG | WOLFGANG CAPITAL LLC | WOLFGANG CAPITAL
CRD#: 283525 / SEC#: 801-134184
RIA
Registered Investment Advisory firm - (8/18/2025 Approved)Arizona
Registered Investment Advisory firm - (8/19/2025 Terminated)California
Registered Investment Advisory firm - (9/18/2025 Terminated)Texas
Registered Investment Advisory firm - (8/19/2025 Terminated)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
California(6/7/2018)
IAR
Texas(11/18/2020)
Current Firm
WC
WOLFGANG CAPITAL
WOLFGANG | WOLFGANG CAPITAL LLC | WOLFGANG CAPITAL
CRD#: 283525 / SEC#: 801-134184
RIA
Registered Investment Advisory firm - (8/18/2025 Approved)Arizona
Registered Investment Advisory firm - (8/19/2025 Terminated)California
Registered Investment Advisory firm - (9/18/2025 Terminated)Texas
Registered Investment Advisory firm - (8/19/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
28751 Rancho California Rd Suite 100, Temecula, CA 92590
Mailing Address
Phone number
(951) 200-5084
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 678 |
| AUM (Assets Under Management) | $ 108,642,000 |
Red Flags
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