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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)23 years in industry

RYAN M VOLLWEILER

Advisor at SCHWAB WEALTH ADVISORY, INC.

Richfield, OH

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Mar 18, 2005 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: SCHWAB WEALTH ADVISORY, INC.
Current firm class: no raum reportedderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 25, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Jul 25, 2003
First registration: Mar 18, 2005
Dual registered: yes, broker-dealer
Other names: BROCK VOLLWEILER|RYAN M VOLLWEILER|RYAN MATTHEW VOLLWEILER
IAPD individual key: 4483122

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
SCHWAB WEALTH ADVISORY, INC.	No RAUM reported	Oct 3, 2021	n/a	yes	Richfield, OH	Current employment
VOYA FINANCIAL ADVISORS, INC.	Bd affiliated wealth	Mar 31, 2015	Nov 15, 2016	no	INDEPENDENCE, OH\|STRONGSVILLE, OH	Previous registration
CETERA ADVISORS LLC	Former SEC adviser	Sep 17, 2012	Jan 27, 2015	no	NORTH ROYALTON, OH\|NORTH CANTON, OH\|NORTH ROYALTON, OH	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Jul 16, 2012	Sep 20, 2012	no	AKRON, OH	Previous registration
VALIC FINANCIAL ADVISORS, INC.	Bd affiliated wealth	Mar 18, 2005	Jul 19, 2012	no	INDEPENDENCE, OH\|INDEPENDENCE , OH\|TOLEDO, OH	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
VOYA FINANCIAL ADVISORS, INC.	SCHWAB WEALTH ADVISORY, INC.	Nov 15, 2016	Oct 3, 2021	1,783	Firm change after gap	Other
CETERA ADVISORS LLC	VOYA FINANCIAL ADVISORS, INC.	Jan 27, 2015	Mar 31, 2015	63	Firm change	Other
EQUITABLE ADVISORS, LLC	CETERA ADVISORS LLC	Sep 20, 2012	Sep 17, 2012	-3	Firm change	Other
VALIC FINANCIAL ADVISORS, INC.	EQUITABLE ADVISORS, LLC	Jul 19, 2012	Jul 16, 2012	-3	Firm change	Other

Relationships

Registered with (5)

→ SCHWAB WEALTH ADVISORY, INC.Registered adviserregistration: current employment
Oct 3, 2021 to presentfactForm ADV
→ VOYA FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Mar 31, 2015 to Nov 15, 2016factForm ADV
→ CETERA ADVISORS LLCRegistered adviserregistration: previous registration
Sep 17, 2012 to Jan 27, 2015factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Jul 16, 2012 to Sep 20, 2012factForm ADV
→ VALIC FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Mar 18, 2005 to Jul 19, 2012factForm ADV

Dated events

No dated event names this entity yet.