Ryan David Wahlers
Investment adviser representative at Lifeplan Group
12 yearsExperience
1 stateRegistered in
$326MFirm assets
4 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Lifeplan GroupFeb 2025 to now
- OsaicJun 2024 to Jan 2025
- Steward Wealth StrategiesJun 2023 to Jan 2025
- CaptrustMay 2022 to May 2023
- DoordashJan 2022 to Apr 2022
- Northwestern MutualJan 2022 to Apr 2022
- Olive Chapel Swim & Tennis ClubMay 2021 to Jul 2022
- Triangle Aquatic CenterJul 2020 to Jul 2020
- Aquatic Management GroupMay 2017 to Jul 2020
- StudentJun 2014 to May 2023
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NC).
Lifeplan Group
Legal name: Lifeplan Investment Advisors, Inc
$326MAssets managed
278Clients
4Advisers
4 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
- 7496496
- Firm CRD
- 144157