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Inactive

Ryan Tannahill

Ia Private Wealth (Usa) Inc.

Winnipeg

CRD 8165340

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Employer firm

Ia Private Wealth (Usa) Inc. CRD 322127

$135M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Periodicals / newsletters

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

Current Employers
Ia Private Wealth (Usa) Inc.

26 Wellington St. East Suite 700, Toronto, Ontario M5E 1S2 • Canada

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-07
  • TX RA
    APPROVED
    Since 2025-10-07

Branch Locations

238 Portage Ave, 3Rd Floor, Winnipeg R3C 0B1 • Canada

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
Coffee Culture Cafe And Eatery Brandon 01/2015 07/2017
Save-On-Foods Kelowna 10/2017 07/2018
Wood Lake Rv Park Lake Country 05/2019 10/2022
Turtle Bay Crossing Liquor Merchants Lake Country 06/2021 11/2022
Ia Private Wealth Winnipeg 06/2024 Present
Full Time Education Kelowna 08/2018 05/2019
Full Time Education Kelowna 11/2022 08/2023
Unemployed Kelowna 08/2023 06/2024
  • 01/2015 → 07/2017
    Coffee Culture Cafe And Eatery
    Brandon
  • 10/2017 → 07/2018
    Save-On-Foods
    Kelowna
  • 05/2019 → 10/2022
    Wood Lake Rv Park
    Lake Country
  • 06/2021 → 11/2022
    Turtle Bay Crossing Liquor Merchants
    Lake Country
  • 06/2024 → Present
    Ia Private Wealth
    Winnipeg
  • 08/2018 → 05/2019
    Full Time Education
    Kelowna
  • 11/2022 → 08/2023
    Full Time Education
    Kelowna
  • 08/2023 → 06/2024
    Unemployed
    Kelowna
Other Businesses

iA Private Wealth Inc. ("IAPW"), A registered investment dealer with CIRO, is the Canadian Affiliate and sister company to iA Private Wealth (USA) Inc. The business is investment related. Ryan Tannahill is located at 238 Portage Avenue, 3rd Floor, Winnipeg, Manitoba, R3C 0B1 Canada and has been employed since 06/2024. He is a full-time agent and his title with IAPW is 'Associate Investment Advisor." He devotes 160 hours a month to this business during Business and Trading House. His Job duties include sales.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-15
  • S65 Uniform Investment Adviser Law Examination
    2025-09-15

View on SEC IAPD

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