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Ryan David Wahlers

Lifeplan Group

Raleigh, NC

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Current Employers
Lifeplan Group

7201 Creedmoor Rd. Suite 147, Raleigh, NC 27613 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-02-25
  • NC RA
    APPROVED
    Since 2026-02-25

Branch Locations

7201 Creedmoor Rd. Suite 147, Raleigh, NC 27613 • 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
Steward Wealth Strategies Raleigh NC 06/2023 01/2025
Captrust Raleigh NC 05/2022 05/2023
Doordash Raleigh NC 01/2022 04/2022
Olive Chapel Swim & Tennis Club Apex NC 05/2021 07/2022
Northwestern Mutual Raleigh NC 01/2022 04/2022
Triangle Aquatic Center Cary NC 07/2020 07/2020
Aquatic Management Group Raleigh NC 05/2017 07/2020
Student Raleigh NC 06/2014 05/2023
Osaic Raleigh NC 06/2024 01/2025
Lifeplan Group Raleigh NC 02/2025 02/2026
Lifeplan Group Raleigh NC 02/2026 Present
  • 06/2023 → 01/2025
    Steward Wealth Strategies
    Raleigh, NC
  • 05/2022 → 05/2023
    Captrust
    Raleigh, NC
  • 01/2022 → 04/2022
    Doordash
    Raleigh, NC
  • 05/2021 → 07/2022
    Olive Chapel Swim & Tennis Club
    Apex, NC
  • 01/2022 → 04/2022
    Northwestern Mutual
    Raleigh, NC
  • 07/2020 → 07/2020
    Triangle Aquatic Center
    Cary, NC
  • 05/2017 → 07/2020
    Aquatic Management Group
    Raleigh, NC
  • 06/2014 → 05/2023
    Student
    Raleigh, NC
  • 06/2024 → 01/2025
    Osaic
    Raleigh, NC
  • 02/2025 → 02/2026
    Lifeplan Group
    Raleigh, NC
  • 02/2026 → Present
    Lifeplan Group
    Raleigh, NC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-09
  • S66 Uniform Combined State Law Examination
    2024-09-09

View on SEC IAPD

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Other Offices

TOWNSEND ASSET MANAGEMENT CORP. · RALEIGH, NC
FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC
OLDE RALEIGH FINANCIAL GROUP · RALEIGH, NC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · RALEIGH, NC
ADVISORY SERVICES NETWORK · RALEIGH, NC
FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC
WELLS FARGO CLEARING SERVICES, LLC · RALEIGH, NC
EDWARD JONES · RALEIGH, NC

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