Ryan Wallace

Financial advisor at Momentum Independent Network Inc.

Last updated 2026-10-10

Claim your profile

Ryan Wallace is a financial advisor at Momentum Independent Network Inc., CRD 4245872. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2017-10-02.

Registration

CRD number
4245872
Registration status
Active
IAPD registration
2017-10-02
Industry Experience
9 years
Work Experience
15 years
States registered
AR, AZ, MA, TX

Licenses and exams

  • Series 63
  • Series 65

Work history

  • 2010-11 to Present · Sws Financial Services · Arlington, TX

Current employment

SEC IAPD record for Ryan Wallace

Momentum Independent Network Inc.

Regulatory AUM
$1,609,472,813
Registered advisors
125
Offices
85
Clients per advisor
23.0 (Low)
Average AUM per client
$559K (Low)
High-net-worth client ratio
14.2% (Low)

Momentum Independent Network Inc.: advisors, services and reported ETF investments

About

Ryan Wallace is a financial advisor at Momentum Independent Network Inc.. Reported securities licenses include Series 63 and Series 65. The latest record indicates 9 years of industry experience and 15 years of reported work history.

Momentum Independent Network Inc.'s firm-level Form ADV reports 125 advisors across 85 offices; approximately 23.0 clients per advisor, average assets per client of $559,039, and regulatory AUM of $1.6B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, and Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Selection of Other Advisers, Publication of Periodicals or Newsletters, and Educational Seminars or Workshops.

What this firm offers

Filed by Momentum Independent Network Inc. on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Selection of Other Advisers
  • Publication of Periodicals or Newsletters
  • Educational Seminars or Workshops

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)
  • Other

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Insurance Broker or Agent
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Registered Municipal Advisor
  • Commodity Pool Operator or CTA
  • Banking or Thrift Institution
  • Insurance Company or Agency

Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

Are you Ryan Wallace?

Claim your profile to add your biography, services, expertise, client focus, investment approach and fees. Advisor-confirmed information is separate from public SEC records.