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Ryan Marc Robertson

Factor Wealth Management

Chicago, IL

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Current Employers
Factor Wealth Management

980 N Michigan Avenue Ste 1320, Chicago, IL 60611 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2023-07-05
TX RA APPROVED 2023-07-05
  • IL RA
    APPROVED
    Since 2023-07-05
  • TX RA
    APPROVED
    Since 2023-07-05

Branch Locations

980 N Michigan Avenue Ste 1320, Chicago, IL 60611 • 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
Polarx Ornament And Gift Strongsville OH 12/2016 01/2017
City Of Strongsville Strongsville OH 06/2016 05/2018
Versace Strongsville OH 12/2016 01/2018
E&M Consulting - Raymond James Strongsville OH 05/2018 08/2018
Ace Hardware Oxford OH 12/2018 02/2019
National Interstate Insurance Richfield OH 05/2019 09/2019
Great Lakes Water Sports Cleveland OH 06/2020 09/2020
Fidelity Investments Covington KY 10/2020 05/2022
Miami University Oxford OH 08/2016 05/2020
Factor Wealth Management Ltd. Chicago IL 06/2022 06/2023
Factor Wealth Management Ltd. Chicago IL 06/2023 Present
  • 12/2016 → 01/2017
    Polarx Ornament And Gift
    Strongsville, OH
  • 06/2016 → 05/2018
    City Of Strongsville
    Strongsville, OH
  • 12/2016 → 01/2018
    Versace
    Strongsville, OH
  • 05/2018 → 08/2018
    E&M Consulting - Raymond James
    Strongsville, OH
  • 12/2018 → 02/2019
    Ace Hardware
    Oxford, OH
  • 05/2019 → 09/2019
    National Interstate Insurance
    Richfield, OH
  • 06/2020 → 09/2020
    Great Lakes Water Sports
    Cleveland, OH
  • 10/2020 → 05/2022
    Fidelity Investments
    Covington, KY
  • 08/2016 → 05/2020
    Miami University
    Oxford, OH
  • 06/2022 → 06/2023
    Factor Wealth Management Ltd.
    Chicago, IL
  • 06/2023 → Present
    Factor Wealth Management Ltd.
    Chicago, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-07-05
S63 Uniform Securities Agent State Law Examination 2021-08-30
  • S65 Uniform Investment Adviser Law Examination
    2023-07-05
  • S63 Uniform Securities Agent State Law Examination
    2021-08-30
Other Names
  • Ryan Robertson

View on SEC IAPD

Other Firms

BROWNSON, REHMUS & FOXWORTH, INC.
PFINGSTEN PARTNERS, L.L.C.
GUGGENHEIM FUNDS DISTRIBUTORS, LLC
GUGGENHEIM INVESTMENTS
PEKIN HARDY STRAUSS, INC.
SPIDERROCK ADVISORS, LLC
PROSPECT PARTNERS ADVISORS LLC
DOYENNE WEALTH ADVISORS

Other Investors

James Michael Franch
HAROLD NELSON LEAVELL
CARLYLE KELLY MADDEN
PHILIP JOHN RIDOLPHI
SUSAN MARY SHACKLETTE
KRISTI LYNN MILLS
NATHANIEL MITCHELL COLEMAN
KEITH MATTHEW CARDOZA

Other Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL
GUGGENHEIM INVESTMENTS · CHICAGO, IL
PEKIN HARDY STRAUSS, INC. · CHICAGO, IL
SPIDERROCK ADVISORS, LLC · CHICAGO, IL
PROSPECT PARTNERS ADVISORS LLC · CHICAGO, IL
DOYENNE WEALTH ADVISORS · CHICAGO, IL

More in Chicago, IL

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