Ryan S. Horak
WEALTH MANAGEMENT
Tallahassee, FL 32309-6825
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CRD#: 7490667
Professional summary
Ryan Stuart Horak, CFP® is a registered financial advisor currently at WEALTH MANAGEMENT CORPORATION located in Tallahassee, Florida.
Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Ryan has worked at 1 firm and has passed the SIE 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.
1) Ryan Horak d/b/a Passage Real Estate, real eastate agent. Start date: 07/01/2024. Spends less than 1 hour a month on this activity. 2) Ryan Horak is Managing Member of Prudent Wealth Management LLC. Start date: 05/01/2023.
CRS (Client Relationship Summary) - RIA
Click below to view Ryan Stuart Horak'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®
Start date: 2021
Experience
Current
February 22, 2022 - Present
WEALTH MANAGEMENT CORPORATION
Office #1: 2941 Kerry Forrest Parkway, Tallahassee, FL 32309-6825RIA
CRD#: 109576
Tallahassee, FL
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".
WM
WEALTH MANAGEMENT CORPORATION
WEALTH MANAGEMENT CORP | WEALTH MANAGEMENT CORPORATION OF AMERICA, INC. | WEALTH MANAGEMENT CORPORATION | WEALTH MANAGEMENT CORP OF AMERICA INC
CRD#: 109576 / SEC#: 801-118733
RIA
Registered Investment Advisory firm - (5/15/2020 Approved)Florida
Registered Investment Advisory firm - (5/27/2020 Terminated)Georgia
Registered Investment Advisory firm - (5/27/2020 Terminated)North Carolina
Registered Investment Advisory firm - (6/1/2020 Terminated)Texas
Registered Investment Advisory firm - (5/27/2020 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
Florida(2/22/2022)
IAR
Texas(11/14/2024)
Current Firm
WM
WEALTH MANAGEMENT CORPORATION
WEALTH MANAGEMENT CORP | WEALTH MANAGEMENT CORPORATION OF AMERICA, INC. | WEALTH MANAGEMENT CORPORATION | WEALTH MANAGEMENT CORP OF AMERICA INC
CRD#: 109576 / SEC#: 801-118733
RIA
Registered Investment Advisory firm - (5/15/2020 Approved)Florida
Registered Investment Advisory firm - (5/27/2020 Terminated)Georgia
Registered Investment Advisory firm - (5/27/2020 Terminated)North Carolina
Registered Investment Advisory firm - (6/1/2020 Terminated)Texas
Registered Investment Advisory firm - (5/27/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2941 Kerry Forrest Parkway, Tallahassee, FL 32309-6825
Mailing Address
Phone number
(850) 894-7526
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,325 |
| AUM (Assets Under Management) | $ 208,908,999 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
WEALTH MANAGEMENT CORPORATION
CRD#: 109576Tallahassee, FL 32309-6825TRUST BUT VERIFY
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