Ryan Marshall Walter

Employer firm

Vistamark Investments CRD 335309

$322M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Pension 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

• 05/2015 → 02/2022
  Fiducient Advisors
  Chicago, IL
• 01/2026 → Present
  Vistamark Investments Llc
  Chicago, IL
• 11/2025 → Present
  Vistamark Consulting Llc
  Chicago, IL
• 03/2022 → 10/2025
  Nepc, Llc
  Chicago, IL

Previous Registrations

• 2011-06-03 → 2012-05-15
  J.P. Morgan Securities Llc
  Chicago, IL
  Chicago, IL
• 2008-05-07 → 2011-06-01
  Chase Investment Services Corp.
  Chicago, IL
  Chicago, IL
• 2006-04-10 → 2008-03-19
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Cleveland, OH
  Chagrin Falls, OH
  Cleveland, OH

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-03-05
• S66 Uniform Combined State Law Examination
  2006-03-09

Other Names

• Ryan Walter