Ryan Wesley Hurr

Employer firm

Heritage First Wealth Management, LLC CRD 342502

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2020 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 12/2025 → Present
  Heritage First Insurance Services, Llc
  Kansas City, MO
• 03/2020 → 07/2020
  Unemployed
  Grain Valley, MO
• 05/2015 → 03/2020
  Missouri Higher Education Loan Authority
  Columbia, MO
• 02/2026 → Present
  Heritage First Tax Advisory, Llc
  Kansas City, MO
• 06/2026 → Present
  Heritage First Wealth Management, Llc
  Kansas City, MO

Other Businesses

1.) Heritage First Insurance Services, LLC ; Yes Investment Related; 800 W 47th St., Ste. 709, Kansas City MO 64112; Insurance Sales; Advisor; Start Date: 12/2025; Approx 160 hrs/month; Approx 80 hrs/month during trading; Insurance sales and services. 2.) Heritage First Legacy Planning, LLC; Kansas City, MO; Estate planning document services; Investment Related: No, Position: Facilitator, Duties: Introduce, coordinate, and provide access to platform for clients to prepare estate planning documents, Start Date: 12/2025, Approx hours per month: 10, Hours during trading: 03. 3.) Heritage First Tax Advisory, LLC; Investment Related: No; 800 W 47th St., Ste. 709, Kansas City MO 64112; Tax return preparation; Tax preparer; Start Date 01/2026; Approx hours per month: 10; Approx hours during trading: 5; Tax preparation

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-06-29