RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Ryan Gerardy
- Title
- Lead Wealth Advisorreportedvandiestcapital.comfirm site, Sep 16, 2026
- Designations
- CFP, CEPAreportedvandiestcapital.comas printed on the bio page, Sep 16, 2026
- Professional profile
- vandiestcapital.com/ryan-gerardyreportedvandiestcapital.comfirm site, Sep 16, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Van Diest Capital independent RIA currentsince Jul 8, 2026 · Polk City, Ia
- Thrivent Investment Management Inc. BD affiliatedAug 30, 2019 to Jul 9, 2026 · Omaha, Ne
- Principal Advised Services BD affiliatedDec 14, 2018 to Aug 30, 2019 · Des Moines, Ia
- Principal Securities, Inc. BD affiliatedAug 4, 2015 to Oct 17, 2018 · Des Moines, Ia
- Thrivent Investment Management Inc. to Van Diest Capitalleft Jul 9, 2026, registered Jul 8, 2026 (-1 days) · Affiliated broker-dealer or bank to independent RIA
- Principal Advised Services to Thrivent Investment Management Inc.left Aug 30, 2019, registered Aug 30, 2019 (0 days) · Other
- Principal Securities, Inc. to Principal Advised Servicesleft Oct 17, 2018, registered Dec 14, 2018 (58 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
- Ryan Gerardy left Thrivent Investment Management Inc. for Van Diest Capital (registered 2026-07-08)Jul 9, 2026 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address