Ryan Weier

Ryan Weier Email and Phone Number

Owner and Investment Advisor Representative @ Wealth Management Services
Fraser, CO, US
Ryan Weier's Location
Fraser, Colorado, United States, United States
Ryan Weier's Contact Details
About Ryan Weier

I moved to Colorado in 2003 after graduating cum laude from Luther College. After spending my first 4 years working full-time for Winter Park Resort, I've spent the past 15 years working for a small investment office assisting with all phases of the business. Aside from managing client relationships, I specialize in the analysis of both accounts and investment options. I'm also responsible for all client operations and payroll. I am constantly furthering my knowledge of the websites and programs we use to better serve our clients. I have completed my Series 7, Series 66, and Life and Health Exams.Outside of Wealth Management Services, I have a variety of projects: I own/manage two rental condos Part time employee for the ski resort (to keep the employee ski benefits). Volunteer DJ for our local radio station.I also serve on two boards: Vice President on The Water and Sanitation Board for our local district and as Vice President on the Wintermoor HOA Board.When not working I try to be outside as much as possible skiing, mtn biking, running, and hiking. When the weather doesn't allow it, I'll often be reading a book or listening to music. I love travel and try to get abroad at least once a year.

Ryan Weier's Current Company Details
Wealth Management Services

Wealth Management Services

View
Owner and Investment Advisor Representative
Fraser, CO, US
Employees:
12
Ryan Weier Work Experience Details
  • Wealth Management Services
    Owner And Investment Advisor Representative
    Wealth Management Services
    Fraser, Co, Us
  • Wealth Management Services
    Owner/Investment Advisor Representative
    Wealth Management Services Jan 2024 - Present
    Fraser
    Series 7, 66 and Life/Health Insurance Licenses. Assist in all phases of operations and marketing for a financial planning office
  • Wealth Management Services
    Vice President/Advisor Associate
    Wealth Management Services Nov 2008 - Dec 2023
    Fraser, Co
    Series 7, 66 and Life/Health Insurance Licenses. Assist in all phases of operations and marketing for a financial planning office
  • Meadowridge Lodges Homeowners Association
    President
    Meadowridge Lodges Homeowners Association Aug 2011 - Oct 2019
    President of a Homeowners Association Board consisting of 234 Condo Units. The Board was responsible for hiring a management company, negotiating contracts with venders (Internet/cable, Bus Company, etc...), and juggling the diverse interests of various owners. I sold my condo in October, 2019 and thus resigned from the board.
  • Dane County Parent Council
    Accounts Payable
    Dane County Parent Council Sep 2007 - Oct 2008
    Madison, Wisconsin Area
    Processed all payments to vendors and employees. Left the position to move back to Colorado (I love my family but the mountains is where I wanted to be).
  • Winter Park Resort
    Manager Of Sales Operations
    Winter Park Resort Jul 2006 - Jul 2007
    Winter Park, Co
    Processed all contracts for real estate transactions and assisted with modifications and planning. Left position as I had an opportunity to move back to the Midwest which seemed timely given that the slowing of the tourist economy had begun resulting in several projects being pulled (and eventually all salaried positions were cut).

Ryan Weier Skills

Investments Small Business Budgets Financial Planning Forecasting Process Improvement Series 7 Insurance Payments Accounting

Ryan Weier Education Details

Frequently Asked Questions about Ryan Weier

What company does Ryan Weier work for?

Ryan Weier works for Wealth Management Services

What is Ryan Weier's role at the current company?

Ryan Weier's current role is Owner and Investment Advisor Representative.

What is Ryan Weier's email address?

Ryan Weier's email address is ry****@****nty.com

What schools did Ryan Weier attend?

Ryan Weier attended Luther College.

What skills is Ryan Weier known for?

Ryan Weier has skills like Investments, Small Business, Budgets, Financial Planning, Forecasting, Process Improvement, Series 7, Insurance, Payments, Accounting.

Who are Ryan Weier's colleagues?

Ryan Weier's colleagues are Krista Wallace, Cristiano Castellini, Russell Linnebur, Chartered Financial Analyst, Kristine Mendiola, Jordan Sweeney, William S., Jeff Buchanan.

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