Ryan Forsythe

FORSYTHE WEALTH MANAGEMENT

Crown Point, IN 46307

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CRD#: 6925496

Professional summary

Ryan Forsythe, who also goes by Ryan M Forsythe, is a registered financial advisor currently at FORSYTHE WEALTH MANAGEMENT, INC. located in Crown Point, Indiana.

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

Ryan M Forsythe

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.

Revelation Investment Research, Investment Related,Crown Point, IN, Director of Research, Start Date 06/2014, sell stock selection models directly to other investment firms. Everything is done business to business, not to individuals. Advice to firms\ on where to invest is not provided; we simply provide scores on equity securities. Commissions not received.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Forsythe'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®

None

Experience

Current

May 31, 2018 - Present

FORSYTHE WEALTH MANAGEMENT, INC.

Office #1: 1401 E Greenwood Ave Ste 200, Crown Point, IN 46307

RIA

CRD#: 293152

Crown Point, IN

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

Indiana
(5/31/2018)

IAR

Texas
(6/4/2024)

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

State Security Law Exam

IAR

Series 65

Date: 3/19/2018

Uniform Investment Adviser Law Examination

Current Firm

FORSYTHE WEALTH MANAGEMENT, INC.

FORSYTHE WEALTH MANAGEMENT, INC. | OUTLOOK WEALTH MANAGEMENT, INC.

CRD#: 293152 / SEC#:

Florida

Registered Investment Advisory firm - (7/5/2023 Approved)

Illinois

Registered Investment Advisory firm - (6/15/2023 Approved)

Indiana

Registered Investment Advisory firm - (5/31/2018 Approved)

Texas

Registered Investment Advisory firm - (6/4/2024 Conditional Restricted)

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Contact information

Main Address

1401 E Greenwood Ave Ste 200, Crown Point, IN 46307

Mailing Address

Phone number

(219) 213-2537

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	114
AUM (Assets Under Management)	$ 70,870,373

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.

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Ryan Forsythe

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

FORSYTHE WEALTH MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/19/2018

Current Firm

FORSYTHE WEALTH MANAGEMENT, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FORSYTHE WEALTH MANAGEMENT, INC.

TRUST BUT VERIFY

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