Ryan Michael Van wyngarden
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
13 yearsExperience
1 stateRegistered in
$12.8BFirm assets
26 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- United Planners' Financial Services of America A Limited PartnerNov 2024 to now
- Capital Advisory Partners, LLCOct 2024 to now
- United Planners Financial ServicesOct 2024 to now
- Self-employedJul 2022 to Jul 2024
- EySep 2021 to Jul 2022
- UnemployedMay 2021 to Aug 2021
- Indiana UniversityAug 2020 to May 2021
- EyJul 2020 to Aug 2020
- Indiana UniversityAug 2019 to May 2020
- Summit Cpa GroupMay 2019 to Aug 2019
- Indiana UniversityAug 2018 to May 2019
- Tredway PoolsMay 2018 to Aug 2018
- Indiana UniversityAug 2017 to May 2018
- Tredway PoolsApr 2017 to Aug 2017
- Carroll High SchoolAug 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (IN).
United Planners' Financial Services of America A Limited Partner
$12.8BAssets managed
30,369Clients
357Advisers
26 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
- 7989471
- Firm CRD
- 20804