Truist Advisory Services
42yrs
Top advisor by experience in Westlake
18yrs
Ryan Michael Walker
Financial advisor at Meristead Wealth
At a glance
Experience18 years (since 2008)
How that compares ?Top 13% by experience in Westlake
Office1600 Solana Boulevard Building 8 Suite 8100, Westlake, TX 76262
FirmMeristead Wealth
How the firm is paid ?Percent of assets
States licensed ?2 states
Services through Meristead Wealth
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2023 – nowMeristead Wealth, LLCCurrent firm
- Aug 2021 – Nov 2022Prosperity Wealth Planning LLCPreviously
- 2013 – 2021Fisher InvestmentsPreviously
Questions to ask Ryan
Tailored to Ryan’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Ryan
How do I contact Ryan?
Call Meristead Wealth at 646-854-4370 and ask for Ryan Michael Walker. Ryan works from the Westlake, TX office.
How long has Ryan been a financial advisor?
Ryan has been in the industry since 2008, about 18 years. Top 13% by experience in Westlake.
What licenses does Ryan hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Ryan a fiduciary?
Ryan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ryan paid?
Meristead Wealth reports being paid by a percentage of the assets they manage. Ask Ryan for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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