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Ronald Anderson

Private Client Services, LLC
34 Years of Experience
Lincoln, NE
BrokerSells Insurance
View SEC Summary
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Ronald Anderson is a registered investment advisor at Private Client Services, LLC, based in Lincoln, NE, with 34 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 Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 8,765 clients with $1.4B in assets under management.

Private Client Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
685 advisors
Number of Clients
8,765 clients
Average Client Portfolio
$158K average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$500K - $1.0M1.50%
$1M+1.25%

Fees are negotiable based on client complexity and relationship size. Third-party manager marketplace adds 0.15% to 1.00% subscription fees. American Funds F2 program charges 0.25% to 1.00% flat rate.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

7221 Plaza Court, Lincoln, NE, 68516

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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 involved in several business activities, including managing member of The Beach House LLC (holding private securities and real estate), owner of Plan A Properties, and a non-paid consultant for Flexpenser. He also works full-time as a Registered Investment Advisor Rep for Plan A Wealth Management and sells insurance through various carriers.

Employment History
Current Registrations
Plan a Wealth, LLC
April 2017 - Present · 9 yrs 6 mos
Private Client Services, LLCBroker
April 2017 - Present · 9 yrs 6 mos
Previous Registrations
Plan a Wealth, LLC
March 2017 - March 2017 · 0 mos
Wells Fargo Advisors Financial Network, LLC
May 2015 - April 2017 · 1 yr 11 mos
Wells Fargo Advisors Financial Network, LLCBroker
May 2015 - April 2017 · 1 yr 11 mos
Wells Fargo Advisors, LLC
January 2008 - May 2015 · 7 yrs 4 mos
Wells Fargo Advisors, LLCBroker
January 2008 - May 2015 · 7 yrs 4 mos
A. G. Edwards & Sons, INC.
August 2006 - January 2008 · 1 yr 5 mos
A. G. Edwards & Sons, INC.Broker
July 2006 - January 2008 · 1 yr 6 mos
Piper Jaffray & CO.
March 2001 - August 2006 · 5 yrs 5 mos
Piper Jaffray & CO.Broker
February 2001 - August 2006 · 5 yrs 6 mos
Wells Fargo Brokerage Services, L.L.C.Broker
December 2000 - March 2001 · 3 mos
Wells Fargo Investments, LLCBroker
December 2000 - March 2001 · 3 mos
Wells Fargo Securities INC.Broker
March 2000 - February 2001 · 11 mos
Wells Fargo Brokerage Services, L.L.C.Broker
December 1993 - December 2000 · 7 yrs
Norwest Investment Services, INC.Broker
October 1993 - November 1993 · 1 mo
Ids Life Insurance CompanyBroker
July 1992 - November 1993 · 1 yr 4 mos
American Express Financial Advisors INC.Broker
July 1992 - November 1993 · 1 yr 4 mos
State Registrations21 states
ALARAZCAFLIAIDILINKSMEMNMOMTNENJNYOHSDTXVT
AdvisorBrokerBoth

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.
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