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Ryan W Veldhuizen

Catalyze Wealth Management

Carmel, IN

CRD 5316123

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Employer firm

Catalyze Wealth Management CRD 300078

$43.4M regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Catalyze Wealth Management

550 Congressional Blvd. Suite 350, Carmel, IN 46032 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-06-07
IN RA APPROVED 2019-03-08
  • TX RA
    APPROVED_RES
    Since 2021-06-07
  • IN RA
    APPROVED
    Since 2019-03-08

Branch Locations

550 Congressional Blvd. Suite 350, Carmel, IN 46032 • 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
Capstone Wealth Advisors,Inc. Indianapolis IN 06/2014 03/2019
Catalyze Wealth Management Zionsville IN 03/2019 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-08-09
  • S66 Uniform Combined State Law Examination
    2007-08-09
Designations
  • Certified Financial Planner
Other Names
  • Ryan Veldhuizen
  • Ryan W Veldhuizen

View on SEC IAPD

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