Ryan Wells is a registered investment advisor, based in Austin, TX, with 16 years of industry experience.
Location
6500 River Place Blvd., Bldg. 1, Ste. 203, Austin, TX, 78730
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Ryan is the IAR/CEO of Victory Financial Group DBA Capitalwise Wealth Management, dedicating full-time hours to managing the company. He also works as an insurance agent providing fixed/traditional insurance based on client needs, spending a few hours per week, and owns rental real estate property, spending minimal time on maintenance and upkeep.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Victory Financial
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
State Registrations33 states
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