Ryan Blumthal has been an investment adviser representative at Elevate Financial Planning and Wealth Management since July 2025, and is not listed among the firm’s executive officers or direct owners.
Elevate Financial Planning and Wealth Management LLC is a St. Petersburg, FL firm with $107M under management, 457 clients and 36 advisers across 2 offices, as of its June 2026 filing.
- – present · 1 yearSt. Petersburg, FL · Adviser representative · Firm CRD 329079
Investment adviser representative registrations
Ryan Blumthal is registered as an investment adviser representative in Florida, since July 2025.
- FloridaSince 15 July 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 16 June 2025 |
| SIE | Securities Industry Essentials Examination | 12 December 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Ryan Donald Blumthal
- CRD
- 7929529
- Firm
- Elevate Financial Planning and Wealth Management · CRD 329079
- Office
- 9400 4TH STREET N, SUITE 201, St. Petersburg, FL 33702
- Registration
- Investment adviser registration
- In the industry since
- July 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Ryan Blumthal work?
Ryan Blumthal is an investment adviser representative registered through Elevate Financial Planning and Wealth Management LLC since July 2025, and is not listed among the firm’s executive officers or direct owners.
Is Ryan Blumthal a financial advisor?
Yes. Ryan Blumthal has a current investment-adviser registration in Florida, through Elevate Financial Planning and Wealth Management since July 2025.
How many years of experience does Ryan Blumthal have?
Ryan Blumthal has 1 year in the financial industry, since July 2025, across 1 adviser firm.
What exams has Ryan Blumthal passed?
Ryan Blumthal has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in December 2024.
Where is Ryan Blumthal based?
Ryan Blumthal’s registered office is in St. Petersburg, FL.
Is Ryan Blumthal registered with FINRA?
No. Ryan Blumthal has no current broker registration.
How can I verify Ryan Blumthal’s record?
Search CRD 7929529 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ryan Blumthal’s full registration record.
