Ryan VollweilerCRD Number: 4483122
Current Firm: Voya Financial Advisors, Inc.
Ryan Vollweiler (CRD# 4483122) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Strongsville, OH and has over 13 years of experience in the finance industry. Ryan Vollweiler 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.
Strategic Wealth Partners, Ltd.
Jeffrey A Bogart Investment Advisor
|Voya Financial Advisor, Inc.||Strongsville, OH||Jan 2015 - Current||1|
|Cetera Advisors LLC||El Segundo, CA||Jan 2013 - Jan 2015||2|
|Multi-financial Securities Corporation||Denver, CO||Sep 2012 - Dec 2012||< 1|
|Axa Advisors, LLC||New York, NY||Jul 2012 - Sep 2012||< 1|
|Valic Financial Advisors||Independence, OH||Mar 2005 - Jul 2012||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2003|
|S66||NASAA Uniform Combined State Law Examination||Jun 2005|
Total Assets Under Management9,298MILLIONS
Total Number of Accounts59,441ACCOUNTS
Average Account Value$156,432
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV