Ryan Joshua Wisner

Employer firm

Vanguard Advisers, Inc. CRD 106715

$345B regulatory AUM 89,430 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 03/2022 → 09/2022
  Mountain America Investment Services
  Sandy, UT
• 03/2021 → 03/2022
  Utah Community Credit Union
  Provo, UT
• 02/2021 → 03/2021
  Gandolfos
  Orem, UT
• 08/2022 → 05/2023
  Utah Valley University
  Orem, UT
• 05/2022 → 01/2023
  Utah Valley University
  Orem, UT
• 11/2020 → 02/2021
  Self-Employed
  Orem, UT
• 08/2020 → 11/2020
  Gandolfos
  Orem, UT
• 10/2019 → 08/2020
  Vantage Marketing
  Provo, UT
• 10/2018 → 04/2020
  Moduslink
  Orem, UT
• 10/2016 → 10/2018
  The Church Of Jesus Christ Of Latter-Day Saints
  Recife
• 07/2014 → 10/2016
  Gandolfos
  American Fork, UT
• 01/2019 → 05/2023
  Utah Valley University
  Orem, UT
• 02/2022 → 05/2023
  Lpl Financial Llc (Bd For Mountain America Investment Services)
  Salt Lake City, UT
• 03/2022 → 05/2023
  Mountain America Credit Union
  Salt Lake City, UT
• 06/2023 → Present
  The Vanguard Group, Inc.
  Charlotte, NC

Other Businesses

EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355

Exams

• S66 Uniform Combined State Law Examination
  2023-08-18