Ronald Staebell
Ronald Staebell is a ChFC-designated registered investment advisor at Principal Securities, INC., based in Sioux Falls, SD, with 40 years of industry experience. Ronald is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 51,941 clients with $17B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 1.75% |
| $150K - $250K | 1.75% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.20% |
| $1M+ | 1.10% |
Fees are negotiable and collected quarterly in arrears. Schedule reflects the SEI Managed Account Solutions program maximum fees. Other programs utilize promoter fees ranging from 0.07% to 1.50% or asset-based fees up to 1.95%.
Fee Estimator
Location
4910 S Isabel Pl Ste 100, Sioux Falls, SD, 57108
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Ronald is a board member for the South Dakota Guardianship Program and Trust since 1984 and Volunteers of America - Dakotas since 2022, dedicating minimal time to the latter. He also sells and services long-term care insurance products through Graber & Associates since 2010, and is a broker for life insurance, fixed annuities, group medical, and voluntary benefits since 2011 and 2013.
Employment History
Current Registrations
Principal Securities, INC.
Principal Securities, INC.Broker
Previous Registrations
Howalt-Mcdowell Insurance, INC.
Ing Financial Partners, INC.Broker
Integrated Resources Equity CorporationBroker
Locust Street Securities, INC.Broker
State Registrations3 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.
Exams
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