RW
ChFC
RW
ChFC

Ronald Woelk

30 Years of Experience
Sells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
15 advisors
IM Fee
Planning only
Assets Under Management
$3.2B

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

10975 Benson Drive, Corporate Woods, Bldg. 12, Ste. 560, Overland Park, KS, 66210

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Ronald is a Senior Vice-President at Cretcher Heartland, LLC, a property/casualty and employee benefit brokerage firm. He dedicates full-time hours to producing employee benefit plans, individual life, health, disability insurance, and 401k employee benefit plans.

Employment History
Current Registrations
Two West Capital Advisors LLC
May 2012 - Present · 13 yrs 10 mos
Previous Registrations
Ameritas Investment CORP
March 2010 - May 2012 · 2 yrs 2 mos
State Registrations1 state
KS
Advisor

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.

Exams
No exam information available for this advisor.