Ryan Fink has been an investment adviser representative at Treasure Coast Financial Planning since September 2025, and is not listed among the firm’s executive officers or direct owners. Ryan Fink holds an MBA and an MS in Accounting and Financial Forensics. Ryan Fink studied at Florida Institute of Technology.
Treasure Coast Financial Planning, Inc. is a Vero Beach, FL firm with $241M under management, 251 clients and 5 advisers in one office, as of its March 2026 filing.
Ryan Paul Fink works with clients at Treasure Coast Financial Planning, based in Vero Beach, Florida, to design custom financial plans, provide tax advice and implement planning strategies. Before joining the firm he worked in finance and marketing. He has representation rights with the IRS, meaning he can act on behalf of clients on tax matters.
- – present · 1 yearVero Beach, FL · Adviser representative · Firm CRD 166684
Professional designations
Listed by Treasure Coast Financial Planning
- CPA
Investment adviser representative registrations
Ryan Fink is registered as an investment adviser representative in 2 states. The first approvals date from September 2025; the most recent is Texas, in November 2025.
- FloridaSince 15 September 2025
- TexasSince 4 November 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 10 September 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Ryan Paul Fink
- CRD
- 8149073
- Firm
- Treasure Coast Financial Planning · CRD 166684
- Office
- 545 BEACHLAND BLVD, Vero Beach, FL 32963
- Registration
- Investment adviser registration
- In the industry since
- September 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- theplanningco.com
Where does Ryan Fink work?
Ryan Fink is an investment adviser representative registered through Treasure Coast Financial Planning, Inc. since September 2025, and is not listed among the firm’s executive officers or direct owners.
Is Ryan Fink a financial advisor?
Yes. Ryan Fink has a current investment-adviser registration in Florida and Texas, through Treasure Coast Financial Planning since September 2025.
How many years of experience does Ryan Fink have?
Ryan Fink has 1 year in the financial industry, since September 2025, across 1 adviser firm.
What exams has Ryan Fink passed?
Ryan Fink passed the Series 65 in September 2025.
Where is Ryan Fink based?
Ryan Fink’s registered office is in Vero Beach, FL.
Is Ryan Fink registered with FINRA?
No. Ryan Fink has no current broker registration.
How can I verify Ryan Fink’s record?
Search CRD 8149073 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ryan Fink’s full registration record.
