Unclaimed Profile

Ryan J Warner

C2P CAPITAL ADVISORY GROUP, LLC·WESTLAKE, Ohio

SIE, Series 6, Series 7, Series 24, Series 63CFPClean record12 years registeredC2P CAPITAL ADVISORY GROUP, LLC

30400 DETROIT ROAD, WESTLAKE, OH 44145CRD# 4600110Firm CRD# 156480

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Ryan J Warner · WESTLAKE, OH

Registration

CRD #4600110 · C2P CAPITAL ADVISORY GROUP, LLC · 12 years registered

Brand Profile

Not yet started

Career History

OAKWOOD CAPITAL SECURITIES, INC.

Oct 2022 – present

PROSPERITY CAPITAL ADVISORS

Jun 2018 – present

VALOR CAPITAL MANAGEMENT, LLC

Jun 2018 – Mar 2024

Maple Grove, MN

MML INVESTORS SERVICES, LLC

Mar 2017 – Jun 2018

MINNETONKA, MN

MSI FINANCIAL SERVICES, INC.

Feb 2014 – Mar 2017

MINNETONKA, MN

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Registration record

First registered · February 4, 2014

Years registered · 12

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

C2P CAPITAL ADVISORY GROUP, LLC

CRD 156480 · SEC 801-72187

AUM

$2.2B

Regulatory assets under management

Employees

202

9,396 client accounts

Services offered by C2P CAPITAL ADVISORY GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at C2P CAPITAL ADVISORY GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Ryan J Warner offer?

Ryan J Warner specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WESTLAKE, Ohio for a consultation.

What are Ryan J Warner's credentials?

Ryan J Warner holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Ryan J Warner located?

Ryan J Warner is based in WESTLAKE, Ohio, working with C2P CAPITAL ADVISORY GROUP, LLC. Their office serves clients in the WESTLAKE metropolitan area and surrounding communities.

How does Ryan J Warner charge for services?

Ryan J Warner's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is C2P CAPITAL ADVISORY GROUP, LLC?

C2P CAPITAL ADVISORY GROUP, LLC has approximately 202 employees and manages $2.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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