Ryan Mathew Wieser

Employer firm

Bfc Planning, Inc. CRD 119682

$3.84B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 03/2005 → 12/2025
  Moloney Securities Co., Inc
  Manchester, MO
• 12/2025 → Present
  Berthel, Fisher & Company Financial Services, Inc.
  Manchester, MO
• 12/2025 → Present
  Bfc Planning, Inc.
  Cedar Rapids, IA

Previous Registrations

• 2016-07-15 → 2025-12-05
  Moloney Securities Asset Management Llc
  Manchester, MO
• 2016-07-15 → 2016-12-31
  Moloney Investment Advisory Llc
  Manchester, MO
• 2016-03-28 → 2016-04-13
  Moloney Securities Co., Inc.
  Overland Park, KS
  Manchester, MO
  Manchester, MO
  Manchester, MO

Other Businesses

Waters Edge Home Owners Association - Board Member. 35 Water's Edge Ct., Lake Ozark, MO 65049. Not Investment related. Not conducted during trading hours. DeSherlia & Wieser Wealth Management- Financial Advisor- Manchester, MO- Fee-based business- 12/2025- Approx. 5 hours per month during trading hours- Fee-based Business through BFC Planning RIA

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-03-28
• S63 Uniform Securities Agent State Law Examination
  2005-06-24