Ryan Wayne Shumaker

Current Employers

Employment History

• 06/2007 → 12/2023
  Research Retirement And Tax Solutions
  Topeka, KS
• 02/2009 → Present
  Next Generation Investing, Llc
  Topeka, KS
• 08/2014 → 06/2019
  Tcm Securities
  Woodstock, GA
• 06/2019 → Present
  World Equity Group
  Lawrence, KS

Previous Registrations

• 2008-10-31 → 2014-08-25
  Next Financial Group, Inc.
  Topeka, KS
  Independence, KS

Other Businesses

1)THE RETIREMENT TEAM (DBA); Yes, Investment related; Start Date: 12/01/14; Hrs/Month: Zero; Hrs during trading Hrs: Zero; Address: 1429 Oread W. Dr. #110a, Lawrence, KS 66049; Nature/Duties: DBA for marketing, tax prep and planning, research, LTC Planning, LTC & Life insurance consulting, annuities, health insurance, estate planning, and securities transactions through World Equity Group, Inc. Posn/Title: Owner 2) Retirement Portfolios, LLC; Yes, Investment related; 1429 Oread W. Dr, Suite 110A, Lawrence, KS 66049; Nature: This is an RIA that is providing portfolio model management services (or buy/sell signals) to another RIA (Next Generation Investing, LLC) that is already an approved OBA and is co-owned by me; Posn/Title: Owner, IAR, and Managing Member; Start Date: 03/25/24; Approx. Hrs/Month: 160 Hrs; Hrs during trading Hrs: 160 Hrs; Duties: Providing clients with financial planning services, tax guidance, portfolio management, selection of money managers, buy/sell signal provider for other registered investment advisors and conducting educational seminars/workshops. 3) RT, LLC; Not Investment related; 3700 Ferguson Rd, Perry, KS 66073; Nature: Tax Preparation; Posn/Title: Owner and Managing Member; Start Date: 03/25/24; Approx. Hrs/Month: 5 Hrs; Hrs during trading Hrs: 5 Hrs; Duties: Tax Preparation and subcontracting out tax preparation to others. 4) Farming Business; Not Investment related; 26-12-18, Lawrence, KS 66049; Nature: Farming related OBA; Posn/Title: Owner of the business; Start Date: 10/01/24; Approx. Hrs/Month: 5 Hrs; Hrs during trading Hrs: ZERO Hrs; Duties: Owner of the OBA. 5) NEXT GENERATION INVESTING, LLC; Yes, Investment related; 5909 SW 28th St, Suite 100, Topeka, KS, 66614; Nature of OBA: REGISTERED INVESTMENT ADVISOR; Posn/Title: Shareholder & voting member; Start Date: 02/02/2009; Approx. Hrs/Month: 2 Hrs; Hrs during trading Hrs: 2 Hrs; Duties: Vote & grant approvals or denials on issues related to the LLC.

Exams

• S66 Uniform Combined State Law Examination
  2008-10-30