DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner19 years in industry

RYAN KEITH GUNN

Advisor at WEALTHCARE ADVISORY PARTNERS LLC

WESTLAKE VILLAGE, CA | WEST CHESTER, PA | SAN CLEMENTE, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:564e0778-a3e9-b3db-b67c-fd942a3e5104

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:28 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jun 22, 2007 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WEALTHCARE ADVISORY PARTNERS LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 20, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Jun 20, 2007
First registration: Jun 22, 2007
Dual registered: no
IAPD individual key: 5326196

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WEALTHCARE ADVISORY PARTNERS LLC	Bd affiliated wealth	Aug 5, 2024	n/a	yes	WESTLAKE VILLAGE, CA\|WEST CHESTER, PA\|SAN CLEMENTE, CA	Current employment
OSAIC WEALTH, INC.	Bd affiliated wealth	Aug 20, 2013	Aug 8, 2024	no	WESTLAKE VILLAGE, CA\|SALT LAKE CITY, UT\|WESTLAKE VILLAGE, CA\|SAN CLEMENTE, CA	Previous registration
WEALTHCARE ALLIANCE, INC.	Former SEC adviser	Sep 20, 2010	Mar 18, 2015	no	WESTLAKE VILLAGE, CA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Jun 22, 2007	Oct 7, 2008	no	BLUFFDALE, UT	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
OSAIC WEALTH, INC.	WEALTHCARE ADVISORY PARTNERS LLC	Aug 8, 2024	Aug 5, 2024	-3	Firm change	Ibd to RIA
WEALTHCARE ALLIANCE, INC.	OSAIC WEALTH, INC.	Mar 18, 2015	Aug 20, 2013	-575	Firm change after gap	Other
LPL FINANCIAL LLC	WEALTHCARE ALLIANCE, INC.	Oct 7, 2008	Sep 20, 2010	713	Firm change after gap	Other

Relationships

Registered with (4)

→ WEALTHCARE ADVISORY PARTNERS LLCRegistered adviserregistration: current employment
Aug 5, 2024 to presentfactForm ADV
→ OSAIC WEALTH, INC.Registered adviserregistration: previous registration
Aug 20, 2013 to Aug 8, 2024factForm ADV
→ WEALTHCARE ALLIANCE, INC.Registered adviserregistration: previous registration
Sep 20, 2010 to Mar 18, 2015factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Jun 22, 2007 to Oct 7, 2008factForm ADV

Dated events

Occurred
Aug 8, 2024
Advisor changed firm
Ryan Keith Gunn left Osaic Wealth, Inc. for Wealthcare Advisory Partners Llc (registered 2024-08-05)
Form ADVobserved 6 days ago