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Ryan Curtis Lawson

Advisor at Cetera — New Castle, IN

Updated today

Credentials

Series 66

Experience

11 years

Location

New Castle, IN 47362

Cetera logo

Cetera

Institution

Total advisors

10,209

Across 5,115 offices

Clients per advisor

78 Low

Avg AUM per client

$306,089 Low

HNW client ratio

10% Low

About

Ryan Lawson is a Series 66-credentialed financial advisor with 11 years of industry experience. He is currently with Cetera, where he has worked since 2018, including roles at Cetera Investment Services LLC and affiliated entities. Prior to that, Lawson held positions at Regions Bank, OneAmerica Securities, American United Life, and Money Concepts Capital Corp. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform, with access to both affiliated and third-party money managers and various program structures.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Based on Cetera

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees may be charged for financial planning and consulting services as negotiated with advisor.

Percentage

$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%

Commissions

Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.

Project-based

Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.

Other

Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.

Location

See office

New Castle, IN

2118 Bundy Ave

New Castle IN 47362

Advisors at this office

1

Most active in

Indiana · Texas

Work history

11 years of industry experience

Cetera Investment Services Llc

2020 - Present • 6 years

St Cloud, MN

Cetera

2020 - Present • 6 years

New Castle, IN

First Merchants Investment Services

2020 - Present • 6 years

New Castle, IN

Cetera Investment Services Llc

2018 - 2019 • 1 year

St. Cloud, MN

Cetera

2018 - 2019 • 1 year

Indianapolis, IN

Regions BAnk

2018 - 2019 • 1 year

Indianapolis, IN

UnEmployed

2017 - 2018 • 1 year

Greenfield, IN

OneAmerica Securities

2017 - 2017 • 1 year

Indianapolis, IN

American United Life

2017 - 2017 • 1 year

Indianapolis, IN

Unemployed

2016 - 2017 • 1 year

Greenfield, IN

Money Concepts Capital Corp.

2014 - 2016 • 2 years

Indianapolis, IN

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Scott C

Series 63, Series 65

New Castle, IN

Scott Clampitt, Registered Investment Advisor

Scott Clampitt is the sole advisor at Scott Clampitt, Registered Investment Advisor, located in New Castle, IN. He holds Series 63 and Series 65 designations and has 21 years of industry experience. Prior to founding his independent firm in 2012, he worked with Highland Financial Management, American Equity Investment Corp, and Comprehensive Financial Consultants Institutional. His firm provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, and corporate entities. The firm employs a long-term investment strategy incorporating both fundamental and technical analysis, developing Investment Policy Statements and conducting regular account reviews.

General retirement planning
user avatar

Richard G

CFP®, Series 63, Series 65

New Castle, IN

Lifecare Retirement Solutions Inc.

Richard Graham is a CFP® professional with 15 years of industry experience, currently serving as the sole advisor at LifeCare Retirement Solutions Inc. His prior roles include positions at Gradient Advisors, LLC and Vantage Advisors LLC. Outside of financial advising, he operates a crayfish hatchery business serving the restaurant industry. LifeCare Retirement Solutions is an independent advisory practice focused on retirement-related financial planning and consulting for individual clients. The firm provides comprehensive planning services and refers clients to third-party money managers for investment management, maintaining ongoing oversight and client liaison functions.

General retirement planning Retirement income strategy Medicare planning Long-term care insurance Divorce financial planning
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Vicki K

Series 65

New Castle, IN

Parkwoods Wealth Partners, LLc

Vicki Kelsey is a financial advisor at Parkwoods Wealth Partners, LLC with 18 years of industry experience. She holds a Series 65 designation and has worked at Shoreline Asset Management, LLC and Shore & Company, P.C. She also operates Kelsey Accounting & Tax, a tax and accounting consulting firm. Parkwoods Wealth Partners serves individuals, qualified retirement plans, not-for-profit organizations, foundations, and corporations, providing investment management, retirement plan consulting, and financial planning. The firm employs a long-term investment approach based on Modern Portfolio Theory and efficient-market principles, with a notable affiliation to an accounting firm and additional educational and wellness offerings.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy General estate planning guidance College savings (529s, UTMA, etc.) Founder/Business Owner Executive Retired
user avatar

Robert B

PFS™, Series 65

New Castle, IN

Parkwoods Wealth Partners, LLc

Robert Bumbalough is a financial advisor at Parkwoods Wealth Partners, LLC with 23 years of industry experience. He holds the PFS™ designation and Series 65 license. He is also co-owner of Shore & Company, P.C., an accounting practice unrelated to investment services, where he has been involved since 2001. Parkwoods Wealth Partners serves individuals, qualified retirement plans, not-for-profit organizations, foundations, and corporations by providing investment management, retirement plan consulting, financial planning, and employee financial-wellness services. The firm employs a long-term investment approach based on Modern Portfolio Theory and efficient-market principles, utilizing diversified allocations primarily through mutual funds, ETFs, and conservative fixed-income ladders.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy General estate planning guidance College savings (529s, UTMA, etc.) Founder/Business Owner Executive Retired
user avatar

Joshua S

Series 65

New Castle, IN

Parkwoods Wealth Partners, LLc

Joshua Schlagel is a financial advisor at Parkwoods Wealth Partners, LLC with a Series 65 credential and seven years of prior experience at Shore & Company, P.C. He has also worked at Whitinger & Company and has an academic background from Thomas Edison State University. Schlagel has been with Parkwoods Wealth Partners since 2025. Parkwoods Wealth Partners serves individuals, qualified retirement plans, nonprofits, foundations, and corporations, providing investment management, financial planning, and employee financial-wellness services. The firm employs a long-term investment approach based on Modern Portfolio Theory and efficient-market principles, utilizing diversified allocations with mutual funds, ETFs, and fixed-income ladders. It is affiliated with an accounting firm and operates an educational media offering, which expand its advisory and educational capabilities beyond standard portfolio management.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy General estate planning guidance College savings (529s, UTMA, etc.) Founder/Business Owner Executive Retired
user avatar

Dustin V

Series 65

New Castle, IN

Parkwoods Wealth Partners, LLc

Dustin Vincent is a financial advisor with Parkwoods Wealth Partners, LLC and holds a Series 65 credential. He has seven years of industry experience, including prior roles at Brady Ware and Focal Point Business Coaching. Parkwoods Wealth Partners serves individuals, qualified retirement plans, not-for-profit organizations, foundations, and corporations with investment management, retirement plan consulting, financial planning, and employee financial-wellness services. The firm employs a long-term investment approach based on Modern Portfolio Theory and efficient-market principles, utilizing diversified allocations primarily through mutual funds, ETFs, and fixed-income ladders.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy General estate planning guidance College savings (529s, UTMA, etc.) Founder/Business Owner Executive Retired
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