Ryan Phillip Mclaughlin
Investment adviser representative at Westward Investment Advisory
14 yearsExperience
1 stateRegistered in
$571.5MFirm assets
6 yearsFirm in business
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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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Mcliney and CompanyApr 2019 to now
- Westward Investment AdvisoryDec 2015 to now
- Central States CapitalJan 2012 to Mar 2019
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (KS).
Westward Investment Advisory
Legal name: Westward Investment Advisory, LLC
$571.5MAssets managed
20Clients
3Advisers
6 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
- 6040356
- Firm CRD
- 281742