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Ryan Henry Wilker

LPl Financial LLC

Coldwater, OH

CRD 7122010

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Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars
  • CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-06-10
  • OH RA
    APPROVED
    Since 2026-06-10

Branch Locations

120 Hillcrest Drive, Coldwater, OH 45828 • 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
Villanova University Villanova PA 08/2016 05/2017
Northern Kentucky Univesity Highland Heights KY 07/2017 05/2019
Fsc Securities Corporation Coldwater OH 05/2019 11/2023
Osaic Wealth, Inc. Coldwater OH 11/2023 07/2024
Lpl Financial Llc Coldwater OH 07/2024 Present
  • 08/2016 → 05/2017
    Villanova University
    Villanova, PA
  • 07/2017 → 05/2019
    Northern Kentucky Univesity
    Highland Heights, KY
  • 05/2019 → 11/2023
    Fsc Securities Corporation
    Coldwater, OH
  • 11/2023 → 07/2024
    Osaic Wealth, Inc.
    Coldwater, OH
  • 07/2024 → Present
    Coldwater, OH
Other Businesses

1) 06/20/2024 - Independent Capital Management - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 2) 06/20/2024 - Wilker Drone Services, LLC - Business Owner - Owner/drone photography - OH 45869 - Non investment related - 5 Hours per month - Start date: 09/05/2022.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-09
  • S66 Uniform Combined State Law Examination
    2026-06-09

View on SEC IAPD

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