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Ryan Wesley Hurr

KANSAS CITY, MO
·CRD# 7280431·6 years experience

Professional Summary

Ryan Wesley Hurr was a registered financial advisor. Ryan was registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Ryan had worked at 2 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

6 years in the financial services industry

Current & Past Employments

Unknown Firm·
800 W 47th St, Suite 709, Kansas City, MO 64112
July 6, 2026 - Present
AE WEALTH MANAGEMENT, LLC·CRD# 282580
RIA
Grain Valley, MO
August 10, 2020 - October 16, 2026

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Current Firm

No current employment

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

1.) Heritage First Insurance Services, LLC ; Yes Investment Related; 800 W 47th St., Ste. 709, Kansas City MO 64112; Insurance Sales; Advisor; Start Date: 12/2025; Approx 160 hrs/month; Approx 80 hrs/month during trading; Insurance sales and services. 2.) Heritage First Legacy Planning, LLC; Kansas City, MO; Estate planning document services; Investment Related: No, Position: Facilitator, Duties: Introduce, coordinate, and provide access to platform for clients to prepare estate planning documents, Start Date: 12/2025, Approx hours per month: 10, Hours during trading: 03. 3.) Heritage First Tax Advisory, LLC; Investment Related: No; 800 W 47th St., Ste. 709, Kansas City MO 64112; Tax return preparation; Tax preparer; Start Date 01/2026; Approx hours per month: 10; Approx hours during trading: 5; Tax preparation

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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.
IAR
California
(7/28/2026)
IAR
Kansas
(7/13/2026)
IAR
Missouri
(7/6/2026)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jun 2020About the Series 65 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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