Ryan James Coulter

Employer firm

Demming Financial Services Corp. CRD 120106

$676M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 06/2019 → 09/2022
  Custom Planning Solutions, Llc
  Cleveland, OH
• 08/2018 → 06/2019
  Ganley Westside Imports
  North Olmsted, OH
• 05/2018 → 08/2018
  Unemployed
  Olmsted Falls, OH
• 08/2017 → 05/2018
  Ohio University
  Athens, OH
• 04/2017 → 08/2017
  Northwestern Mutual
  Cleveland, OH
• 06/2016 → 04/2017
  Kroger
  Athens, OH
• 06/2020 → 06/2022
  Lincoln Financial Advisors
  Cleveland, OH
• 06/2022 → 09/2022
  Lincoln Financial Corporation
  Orange Village, OH
• 09/2022 → Present
  Demming Financial Services Corp.
  Aurora, OH

Previous Registrations

• 2021-08-20 → 2022-09-13
  Osaic Fa, Inc.
  Orange Village, OH
  Westlake, OH

Exams

• S66 Uniform Combined State Law Examination
  2020-10-02

Other Names

• Ryan J Coulter