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Ryan Matthew Suess

Investment adviser representative at Kapusta Financial Group
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$199.6MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

13 years in the industry.

  1. Kapusta Financial GroupJan 2021 to now
  2. Alight Financial Advisors LLCMay 2018 to Feb 2021
  3. Alight Financial Solutions, LLCMay 2018 to Feb 2021
  4. UnemployedMar 2018 to May 2018
  5. Scottrade IncJul 2013 to Mar 2018

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2013
  • Series 66 · Uniform Combined State Law2017

State registrations

Registered as an investment adviser representative in 2 states (PA, TX).

Kapusta Financial Group

Legal name: Kapusta Financial Group, Inc.

$199.6MAssets managed
207Clients
3Advisers
8 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
5740389
Firm CRD
123349
Advisor's SEC record (opens in a new tab)
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