William Daniel Ryan

Employer firm

Elevation Point Wealth Partners, LLC CRD 137068

$8.29B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Selection of other advisers
• CONSULTING

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

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

Current Employers

Employment History

• 01/2025 → 09/2025
  Triton Wealth
  Aitkin, MN
• 09/2021 → 01/2025
  Gartner Inc.
  Houston, TX
• 02/2011 → 09/2021
  Starkey Hearing Technologies
  Eden Prairie, MN
• 04/2025 → Present
  Elevation Point Wealth Partners, Llc
  Aitkin, MN
• 01/2025 → Present
  Independent Insurance Agent
  Aitkin, MN

Previous Registrations

• 2025-03-03 → 2025-09-30
  Triton Wealth
  Aitkin, MN

Other Businesses

INDEPENDENT INSURANCE AGENT POSITION: Agent NATURE: Independent agent that works with various insurance companies. Life, annuities, LTC, etc. INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 3 START DATE: 01/01/2025 ADDRESS: 312 Minnesota Ave N, Suite 2004, Aitkin MN 56431, United States DESCRIPTION: Independent insurance agent that utilizes life insurance, fixed and fixed index annuities, and LTC insurance when the need presents itself

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-03-03