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Ryan Richard Kolden

Rpg Family Wealth Advisory, LLC

San Diego, CA

Burlington, MA

CRD 7791780

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Employer firm

Rpg Family Wealth Advisory, LLC CRD 158528

$701M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Rpg Family Wealth Advisory, Llc

25 Burlington Mall Road Suite 404, Burlington, MA 01803 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-27
TX RA APPROVED 2023-09-15
  • CA RA
    APPROVED
    Since 2025-01-27
  • TX RA
    APPROVED
    Since 2023-09-15

Branch Locations

1401 Union Street, San Diego, CA 92101 • United States

25 Burlington Mall Road Suite 404, Burlington, MA 01803 • 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
Us Navy Washington DC 07/2011 10/2024
Rpg Family Wealth Advisory, Llc D/B/A Nth Degree Wealth Burlington MA 08/2023 Present
Hk Financial Casper WY 10/2022 10/2023
Nth Degree Wealth Aliso Viejo CA 08/2023 Present
  • 07/2011 → 10/2024
    Us Navy
    Washington, DC
  • 08/2023 → Present
    Rpg Family Wealth Advisory, Llc D/B/A Nth Degree Wealth
    Burlington, MA
  • 10/2022 → 10/2023
    Hk Financial
    Casper, WY
  • 08/2023 → Present
    Nth Degree Wealth
    Aliso Viejo, CA
Other Businesses

Mr. Kolden is a minority owner and partner of Nth Degree Capital, LLC; Not Investment Related; 254 Chapman Rd, Ste 208 #26950 Newark DE 19702; Description: Sourcing, identifying, evaluating, and underwriting potential acquisitions of financial services firms; 2026-03-16; 5 Hours per month devoted to business during trading hours; 10 Hours per month devoted to business outside trading hours; 10 Percent of total yearly compensation expected to be derived from the business. Mr. Kolden is also a minority owner and partner of Nth Degree Risk and Insurance Solutions, LLC; Not Investment Related; 2108 N ST Ste N Sacramento CA 95816; Description: Provides risk advisory services and implements life insurance solutions for individuals and businesses; 2026-03-16; 10 Hours per month devoted to business during trading hours; 10 Hours per month devoted to business outside trading hours; 10 Percent of total yearly compensation expected to be derived from the business. Mortgage Free Life; Representative; Investment Related; 510 W. Pearce Blvd., Suite 1 Wentzville MO 63385; Assist clients with mortgage pay down strategy utilizing home equity line of credit.; 2024-10-09; Hours per month devoted to business during trading hours: 1; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 1; Contact person at the organization: Christee Evans; Website address for the organization: https://mortgagefreelife.com/.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-07-01
  • S65 Uniform Investment Adviser Law Examination
    2023-07-01

View on SEC IAPD

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