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Ryan Joseph Weiser

Weiser Financial Planning LLC

Lewis Center, OH

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Current Employers
Weiser Financial Planning Llc

Lewis Center, OH • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2017-09-13
  • OH RA
    APPROVED
    Since 2017-09-13

Branch Locations

Lewis Center, OH • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
State Farm Insurance Columbus OH 03/2008 12/2016
First Commonwealth Bank And Infinex Investments Inc. Lewis Center OH 03/2017 08/2017
Weiser Financial Planning Llc Lewis Center OH 08/2017 Present
  • 03/2008 → 12/2016
    State Farm Insurance
    Columbus, OH
  • 03/2017 → 08/2017
    First Commonwealth Bank And Infinex Investments Inc.
    Lewis Center, OH
  • 08/2017 → Present
    Weiser Financial Planning Llc
    Lewis Center, OH
Previous Registrations
  • 2017-03-28 → 2017-08-23
    Osaic Institutions, Inc.
    Delaware, OH
    Delaware, OH
    Lewis Center, OH
    Delaware, OH
    Sunbury, OH
    Ashley, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-12-29
S63 Uniform Securities Agent State Law Examination 2006-07-26
  • S65 Uniform Investment Adviser Law Examination
    2006-12-29
  • S63 Uniform Securities Agent State Law Examination
    2006-07-26
Designations

View on SEC IAPD

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