Ryan Lee Mcwalter
Investment adviser representative at Trueplan Benefit and Retirement Advisors
12 yearsExperience
2 statesRegistered in
$5.1BFirm assets
19 yearsFirm in business
Are you Ryan Lee Mcwalter? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Healthcare Community Securities Corp.Sep 2020 to now
- Wells Fargo Investment Institute, Inc.Dec 2014 to Sep 2020
- Alternative Strategies Brokerage Services, Inc.Jun 2014 to Sep 2020
Exams passed
- Series 66 · Uniform Combined State Law2007
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (NJ, NY).
Trueplan Benefit and Retirement Advisors
Legal name: Healthcare Community Securities Corporation
$5.1BAssets managed
48Clients
7Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5392198
- Firm CRD
- 36026