Ryan
Heider
Cirrus Wealth Management
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About this Advisor
Ryan Heider is a financial advisor who works in Independence, Ohio who has 5 years of relevant experience. Heider is currently employed by Cirrus Wealth Management. Throughout their career, they have worked at Exxonmobil, The Boston Consulting Group, Royal Alliance Associates, Cirrus Wealth Management, Triad Advisors LLC and H Financial Management. Heider has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Florida, Ohio, Pennsylvania and Texas. Cirrus Wealth Management is a firm that has its headquarters in Independence, OH. The investment advisory business has offices in two locations and a total of 12 advisors. It handles $298 million in assets between its 717 client accounts, making it one of the mid-sized firms in the United States by assets under management. The firm serves three charities and foundations. Of its 717 customer accounts, 20% are held by high-net-worth individuals who have at least $1 million in investable assets. The advisory firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fees vary depending on the services offered. However, fee types charged by Cirrus Wealth Management likely include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cirrus Wealth Management Brokerage Details
$298,349,000
12
717
$416,107
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Ryan Heider Work History
Ryan has been registered as a financial advisor for 5 years.*
Cirrus Wealth Management
Triad Advisors LLC
H Financial Management
Royal Alliance Associates
Cirrus Wealth Management
The Boston Consulting Group
Exxonmobil
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ryan Heider to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cirrus Wealth Management
Independence, OH
Independence, OH
Independence, OH
Independence, OH
Independence, OH
Independence, OH
Independence, OH
Independence, OH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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