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WV

William T. Van Domelen

RYAN INVESTMENTS
BASALT, CO 81621
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CRD#: 7200109
WV

Professional summary


William T Van Domelen, CFP® is a registered financial advisor currently at RYAN INVESTMENTS located in Basalt, Colorado.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. William has worked at 1 firm .

top-8-questions

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 William T Van Domelen'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®
CFP®

Start date: 2019

Experience


Current

February 19, 2020 - Present

RYAN INVESTMENTS

Office #1: 22860 Two Rivers Road Suite 200, Basalt, CO 81621
RIA
CRD#: 115755
BASALT, CO

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".
RI
RYAN INVESTMENTS
RYAN INVESTMENT MANAGEMENT, INC. | RYAN INVESTMENTS

CRD#: 115755 / SEC#: 801-60589

RIA
Registered Investment Advisory firm - (3/14/2003 Approved)
Colorado
Registered Investment Advisory firm - (11/8/2010 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
Colorado
(2/19/2020)

Exams


Current Firm


RI
RYAN INVESTMENTS
RYAN INVESTMENT MANAGEMENT, INC. | RYAN INVESTMENTS

CRD#: 115755 / SEC#: 801-60589

RIA
Registered Investment Advisory firm - (3/14/2003 Approved)
Colorado
Registered Investment Advisory firm - (11/8/2010 Terminated)
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Contact information


Main Address
22860 Two Rivers Road Suite 200, Basalt, CO 81621
Mailing Address
Phone number
(970) 429-1100
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (3 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

RYAN INVESTMENT MANAGEMENT ADV PART 2B (7/8/2025)

Regulatory assets under management


Total Number of Accounts330
AUM (Assets Under Management)$ 208,000,000

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


RYAN INVESTMENTS

CRD#: 115755Basalt, CO 81621

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