RV
CFP
RV
CFP

Ronald Voss

32 Years of Experience
Castle Pines, CO
Broker

Ronald Voss is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Castle Pines, CO, with 32 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

Castle Pines, CO

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Ronald owns Colorado Wine Imports, LLC, a wine wholesaler distributor, dedicating minimal time to it. He also owns Voss Financial Services, LLC, providing tax preparation and accounting services, which takes about a quarter of his time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 10 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 10 mos
Previous Registrations
Avantax Advisory Services
January 1999 - September 2025 · 26 yrs 8 mos
Avantax Investment Services, INC.Broker
June 1993 - September 2025 · 32 yrs 3 mos
State Registrations5 states
COILMAMTOR
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.
Ronald Voss - Financial Advisor | TrueAdvisor