Ryan Michael Weiss
Investment adviser representative at Oakwood Capital, Inc.
11 yearsExperience
1 stateRegistered in
$304.2MFirm assets
5 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Oakwood Capital, Inc.Jan 2026 to now
- Oakwood Capital Securities, Inc.Jan 2025 to now
- Full-time EducationDec 2024 to now
- EntrustJul 2017 to Nov 2024
- Valmont IndustriesJan 2017 to Jul 2017
- Full-time EducationAug 2015 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (MN).
Oakwood Capital, Inc.
$304.2MAssets managed
616Clients
22Advisers
5 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
- 8028890
- Firm CRD
- 112399