RG
RG

Ryan Gahler

21 Years of Experience
Westlake, TX
1 DisclosureBroker

Ryan Gahler is a registered investment advisor at Schwab Wealth Advisory, INC., based in Westlake, TX, with 21 years of industry experience. Ryan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more.

Compensation
N/A
Firm Size
1670 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$500K
Planning is included in investment management

Schwab Wealth Advisory does not charge investment management fees directly; instead, program fees are handled through its affiliate sponsor, Charles Schwab & Co., and are detailed in separate program disclosure materials. The program generally requires a minimum investment of $500,000 to participate.

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Location

3000 Schwab Way, Westlake, TX, 76262

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2009
Denied
Employment History
Current Registrations
Schwab Wealth Advisory, INC.
July 2026 - Present · 3 mos
Charles Schwab & CO., INC.Broker
September 2017 - Present · 9 yrs 1 mo
Previous Registrations
Charles Schwab & CO., INC.
September 2017 - July 2026 · 8 yrs 10 mos
TD Ameritrade Investment Management, LLC
March 2007 - September 2017 · 10 yrs 6 mos
TD Ameritrade, INC.
March 2007 - September 2017 · 10 yrs 6 mos
TD Ameritrade, INC.Broker
January 2007 - September 2017 · 10 yrs 8 mos
Fidelity Brokerage Services LLCBroker
July 2005 - January 2007 · 1 yr 6 mos
Transmarket Group L.L.C.Broker
February 2004 - June 2004 · 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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