Ryan Van blarcom
Investment adviser representative at Aprio Wealth Management, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.2BFirm 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
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Aprio Wealth Management, LLCJan 2026 to now
- Annex Wealth ManagementAug 2021 to Dec 2025
- U.S. BankNov 2018 to Aug 2021
- True ValueOct 2018 to Nov 2018
- Stifel NicolausAug 2018 to Sep 2018
- McdonaldsApr 2018 to Aug 2018
- Grandma's Sports GardenAug 2015 to Apr 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (WI).
Aprio Wealth Management, LLC
$4.2BAssets managed
1,699Clients
37Advisers
22 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
- 7006804
- Firm CRD
- 127333