Ryan VeldhuizenCRD Number: 5316123
Current Firm: Catalyze Wealth Management
Ryan Veldhuizen (CRD# 5316123) is an Investment Advisor Representative working at Catalyze Wealth Management in Carmel, IN and has over 15 years of experience in the finance industry. Ryan Veldhuizen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Canterbury Investment Management, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Sanctuary Advisors, LLC
|Catalyze Wealth Management||Zionsville, IN||Mar 2019 - Current||3|
|Capstone Wealth Advisors,inc.||Indianapolis, IN||Jun 2014 - Mar 2019||4|
|Kessler Investment Group, LLC||Columbus, IN||Apr 2011 - Jun 2014||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2007|
Total Assets Under Management35MILLIONS
Total Number of Accounts125ACCOUNTS
Average Account Value$283,825
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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