RW
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Ronald Wherritt

29 Years of Experience
Wichita, KS
Broker

Ronald Wherritt is a registered investment advisor at Wells Fargo Advisors, based in Wichita, KS, with 29 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

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

727 N Waco, Ste 100, Wichita, KS, 67203

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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 Activities

Ronald has 50% ownership in Adroit Wealth Management, LLC, where he works as a financial advisor. This is a full-time commitment, with most of his time spent during trading hours.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
March 2010 - Present · 16 yrs 4 mos
Wells Fargo Advisors
March 2010 - Present · 16 yrs 4 mos
Previous Registrations
Wells Fargo Advisors, LLC
January 2008 - March 2010 · 2 yrs 2 mos
Wells Fargo Advisors, LLCBroker
January 2008 - March 2010 · 2 yrs 2 mos
A. G. Edwards & Sons, INC.Broker
May 2006 - January 2008 · 1 yr 8 mos
A. G. Edwards & Sons, INC.
May 2006 - January 2008 · 1 yr 8 mos
UBS Financial Services INC.
August 1997 - June 2006 · 8 yrs 10 mos
UBS Financial Services INC.Broker
June 1996 - June 2006 · 10 yrs
State Registrations17 states
ARAZCACOCTFLKSMONCNENJNYOKTXUTVAWA
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.