Ronald Hauf
Ronald Hauf is a registered investment advisor at Osaic Wealth, INC., based in Whitefish, MT, with 41 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
Whitefish, MT
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Regulatory History (1)
Employment Separation After Allegations
October 1999Other Business ActivitiesSells Insurance
Ronald serves on the board of directors for Freedom Bank and Freedom Bancorporation, dedicating minimal time to these roles. He also occasionally sells fixed insurance and provides investment advisory services, dedicating full-time hours to the latter.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Ssn Advisory, INC.
Securities Service Network, LLCBroker
Geneos Wealth Management, INC.
Geneos Wealth Management, INC.Broker
Securities America Advisors, INC.
Securities America Advisors, INC.
Securities America, INC.Broker
Salomon Smith Barney INC.Broker
Lehman Brothers INC.Broker
Painewebber IncorporatedBroker
Prudential-Bache Securities INC.Broker
Mclaughlin, Piven, Vogel INC.Broker
State Registrations12 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.