Ronald Kerher
Ronald Kerher is a registered investment advisor at Calton & Associates, INC., based in Sioux Falls, SD, with 43 years of industry experience. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 5,283 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Calton charges a percentage of your portfolio for investment management, up to 2.60% annually. This fee may be negotiable. The exact fee depends on the representative managing your account and the program you select. You may also incur additional fees from third-party money managers. Calton bills quarterly, either in advance or arrears. You can terminate the agreement with 30 days' notice, and any unearned fees will be refunded. Some clients may be charged performance-based fees.
Location
2101 W 41st Street, Suite 112, Sioux Falls, SD, 57105
Get directionsHistory
Regulatory History (3)
Customer Dispute
September 2011Customer Dispute
December 2009Customer Dispute
December 2005Other Business ActivitiesSells Insurance
Ronald provides consultation services to business owners through Elite Resources Team, dedicating minimal time. He also collects trailing revenues from previously sold fixed indexed annuities and sells/services fixed insurance products, spending a few hours per week on the latter.
Employment History
Current Registrations
Calton & Associates, INC.
Calton & Associates, INC.Broker
Previous Registrations
Capital Financial Services, INC.
Capital Financial Services, INC.Broker
Dakota Capital Management, LLC
Okoboji Financial Services, INC.Broker
Kerher Capital Management
Multi-Financial Securities Corporation
Multi-Financial Securities CorporationBroker
Royal Alliance Associates, INC.Broker
Fsc Securities CorporationBroker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
Ids Financial Services INC.Broker
State Registrations13 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.