Ryan John Bytwerk
Investment adviser representative at Rightoak Asset Management, LLC
20 yearsExperience
2 statesRegistered in
$111.9MFirm assets
1 yearFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
20 years in the industry.
- Rightoak Asset Management, LLCOct 2025 to now
- Ten Point Farms, LLCJul 2006 to now
- Ten Point Financial, LLCAug 2019 to Aug 2025
- Ten Point Financial Insurance Services, LLCJul 2019 to Oct 2025
- Gradient Securities, LLCMar 2015 to Oct 2025
- Rjb & Associates. LLCJul 2012 to Jul 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
Rightoak Asset Management, LLC
$111.9MAssets managed
742Clients
9Advisers
1 yearIn 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
- 6102732
- Firm CRD
- 337832