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Ryan Michael Van Wyngarden

United Planners' Financial Services Of America A Limited Partner

Fort Wayne, IN

Scottsdale, AZ

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Current Employers
United Planners' Financial Services Of America A Limited Partner

7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2024-11-19
  • IN RA
    APPROVED
    Since 2024-11-19

Branch Locations

4315 Flagstaff Cove, Fort Wayne, IN 46815 • United States

7333 E Doubletree Ranch Rd Ste 120, Scottsdale, AZ 85258 • 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
Tredway Pools Fort Wayne IN 04/2017 08/2017
Carroll High School Fort Wayne IN 08/2013 06/2017
Indiana University Bloomington IN 08/2017 05/2018
Tredway Pools Fort Wayne IN 05/2018 08/2018
Indiana University Bloomington IN 08/2018 05/2019
Summit Cpa Group Fort Wayne IN 05/2019 08/2019
Indiana University Bloomington IN 08/2019 05/2020
Ey Indianapolis IN 07/2020 08/2020
Indiana University Bloomington IN 08/2020 05/2021
Ey Indianapolis IN 09/2021 07/2022
Self-Employed Indianapolis IN 07/2022 07/2024
Capital Advisory Partners, Llc Fort Wayne IN 10/2024 Present
Unemployed Fort Wayne IN 05/2021 08/2021
United Planners Financial Services Scottsdale AZ 10/2024 Present
  • 04/2017 → 08/2017
    Tredway Pools
    Fort Wayne, IN
  • 08/2013 → 06/2017
    Carroll High School
    Fort Wayne, IN
  • 08/2017 → 05/2018
    Indiana University
    Bloomington, IN
  • 05/2018 → 08/2018
    Tredway Pools
    Fort Wayne, IN
  • 08/2018 → 05/2019
    Indiana University
    Bloomington, IN
  • 05/2019 → 08/2019
    Summit Cpa Group
    Fort Wayne, IN
  • 08/2019 → 05/2020
    Indiana University
    Bloomington, IN
  • 07/2020 → 08/2020
    Ey
    Indianapolis, IN
  • 08/2020 → 05/2021
    Indiana University
    Bloomington, IN
  • 09/2021 → 07/2022
    Ey
    Indianapolis, IN
  • 07/2022 → 07/2024
    Self-Employed
    Indianapolis, IN
  • 10/2024 → Present
    Capital Advisory Partners, Llc
    Fort Wayne, IN
  • 05/2021 → 08/2021
    Unemployed
    Fort Wayne, IN
  • 10/2024 → Present
    United Planners Financial Services
    Scottsdale, AZ
Other Businesses

1.) CAPITAL ADVISORY PARTNERS LLC - ASSOCIATE - DBA NAME FOR MARKETING PURPOSES ONLY - FORT WAYNE, IN - SINCE 10/2024 - INVESTMENT RELATED

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-19
  • S66 Uniform Combined State Law Examination
    2024-11-19

View on SEC IAPD

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YACKEE POTEMPA & SMALLEY ASSET MANAGEMENT
LPL FINANCIAL LLC
TRADEWELL TAX & FINANCIAL
WELLS FARGO CLEARING SERVICES, LLC
OSAIC WEALTH, INC.

Other Investors

GEORGE ROBERT DONNER
ADAM ANTHONY BEARD
JOHN DAVID MEYER
DAVID MICHAEL MEYER
NOEL HOLLIS KNOX
Kyle Edward Farmer
Joseph A Hampton
KEVIN THOMAS NOLL

Other Offices

MONARCH CAPITAL MANAGEMENT INC · FORT WAYNE, IN
SOLVE CONSULTING GROUP, LLC · FORT WAYNE, IN
EDWARD JONES · FORT WAYNE, IN
YACKEE POTEMPA & SMALLEY ASSET MANAGEMENT · FORT WAYNE, IN
LPL FINANCIAL LLC · FORT WAYNE, IN
YACKEE POTEMPA & SMALLEY ASSET MANAGEMENT · Fort Wayne, IN
TRADEWELL TAX & FINANCIAL · FORT WAYNE, IN
WELLS FARGO CLEARING SERVICES, LLC · FORT WAYNE, IN

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