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Ryan Joshua Wisner

Investment adviser representative at Vanguard Advisers, Inc.
10 yearsExperience
2 statesRegistered in
$344.6BFirm assets
31 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 fee

Services the firm offers

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

  • Financial planning
  • Portfolio management

Experience

10 years in the industry.

  1. Vanguard Advisers, Inc.Aug 2023 to now
  2. The Vanguard Group, Inc.Jun 2023 to now
  3. Mountain America Credit UnionMar 2022 to May 2023
  4. Mountain America Investment ServicesMar 2022 to Sep 2022
  5. LPL Financial LLC (bd for Mountain America Investment Services)Feb 2022 to May 2023
  6. Utah Community Credit UnionMar 2021 to Mar 2022
  7. GandolfosFeb 2021 to Mar 2021
  8. Self-employedNov 2020 to Feb 2021
  9. GandolfosAug 2020 to Nov 2020
  10. Vantage MarketingOct 2019 to Aug 2020
  11. Utah Valley UniversityJan 2019 to May 2023
  12. ModuslinkOct 2018 to Apr 2020
  13. The Church of Jesus Christ of Latter-day SaintsOct 2016 to Oct 2018

Exams passed

  • Series 66 · Uniform Combined State Law2023

State registrations

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

Vanguard Advisers, Inc.

$344.6BAssets managed
791,528Clients
2,464Advisers
31 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
7512548
Firm CRD
106715
Advisor's SEC record (opens in a new tab)
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