This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

RYAN INVESTMENTS

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Sep 1, 2012earliest registration or exam on IAPD

Years in industry

14derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

3

Designations

Chartered Financial Analyst

First registration

Jun 15, 2022

Dual registered

no

Other names

Nate Kaup

IAPD individual key

7540830

• Occurred

  Apr 17, 2026
  Advisor changed firm

  Nathaniel Lee Kaup left Yule Creek Wealth Management, Llc for Ryan Investments (registered 2026-04-07)

  Form ADVobserved 6 days ago
• Occurred

  Aug 18, 2022
  Advisor changed firm

  Nathaniel Lee Kaup left Equus Private Wealth Management Llc for Yule Creek Wealth Management, Llc (registered 2022-09-16)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:4bf954f4-2dd8-9762-29e9-19cb803f192a

First observed

Jun 15, 2022

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.