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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)19 years in industry

RYAN J ALDERFER

Advisor at BOONE WEALTH ADVISORS, LLC

BELLEVUE, WA

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:5e8bbb9c-a0d7-20c1-0270-43f9ce71dd2d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:50 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: May 8, 2007 to Sep 14, 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: BOONE WEALTH ADVISORS, LLC
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: May 7, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: May 7, 2007
First registration: May 8, 2007
Dual registered: yes, broker-dealer
Other names: RYAN J ALDERFER
IAPD individual key: 5172171

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
BOONE WEALTH ADVISORS, LLC	Independent wealth	Oct 17, 2016	n/a	yes	BELLEVUE, WA	Current employment
KEY INVESTMENT SERVICES LLC	Bd affiliated wealth	Oct 4, 2013	Sep 15, 2016	no	Tacoma, WA\|Seattle, WA\|BELLINGHAM, WA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	May 8, 2007	Apr 8, 2013	no	SEATTLE, WA\|EVERETT, WA	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
KEY INVESTMENT SERVICES LLC	BOONE WEALTH ADVISORS, LLC	Sep 15, 2016	Oct 17, 2016	32	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	KEY INVESTMENT SERVICES LLC	Apr 8, 2013	Oct 4, 2013	179	Firm change	Other

Relationships

Registered with (3)

→ BOONE WEALTH ADVISORS, LLCRegistered adviserregistration: current employment
Oct 17, 2016 to presentfactForm ADV
→ KEY INVESTMENT SERVICES LLCRegistered adviserregistration: previous registration
Oct 4, 2013 to Sep 15, 2016factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
May 8, 2007 to Apr 8, 2013factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5e8bbb9c-a0d7-20c1-0270-43f9ce71dd2d
First observed: May 8, 2007
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.

RYAN J ALDERFER

Advisor at BOONE WEALTH ADVISORS, LLC

BELLEVUE, WA

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:5e8bbb9c-a0d7-20c1-0270-43f9ce71dd2d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:50 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

BOONE WEALTH ADVISORS, LLC

Independent wealth

Oct 17, 2016

n/a

yes

BELLEVUE, WA

Current employment

KEY INVESTMENT SERVICES LLC

Bd affiliated wealth

Oct 4, 2013

Sep 15, 2016

Tacoma, WA|Seattle, WA|BELLINGHAM, WA

Previous registration

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Wirehouse

May 8, 2007

Apr 8, 2013

SEATTLE, WA|EVERETT, WA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

KEY INVESTMENT SERVICES LLC

BOONE WEALTH ADVISORS, LLC

Sep 15, 2016

Oct 17, 2016

Firm change

Other

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

KEY INVESTMENT SERVICES LLC

Apr 8, 2013

Oct 4, 2013

179

Firm change

Other