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Ronald Menard

27 Years of Experience
Baton Rouge, LA
1 DisclosureBrokerSells Insurance

Ronald Menard is a registered investment advisor at Cetera Investment Advisers LLC, based in Baton Rouge, LA, with 27 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

9191 Siegen Ln Bldg 6 Ste B, Baton Rouge, LA, 70810

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History

Regulatory History (1)
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Customer Dispute
June 2019
Settled
Other Business ActivitiesSells Insurance

Ronald is the owner of Menard Financial Group, LLC, an S-corp for tax purposes. He also engages in oil/gas leases, timber harvesting, co-owns R & C Real Estate Holdings LLC, and works as an independent insurance agent selling fixed insurance products full-time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 3 mos
Cetera Wealth Services, LLCBroker
June 2021 - Present · 5 yrs 3 mos
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
January 2007 - June 2021 · 14 yrs 5 mos
Voya Financial Advisors, INC.Broker
January 2004 - June 2021 · 17 yrs 5 mos
Locust Street Securities, INC.Broker
December 1998 - January 2004 · 5 yrs 1 mo
State Registrations24 states
ALARAZCACODCDEFLGAILINKSLAMAMNMSMTNCNYOHORTNTXVA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Ronald Menard - Financial Advisor | TrueAdvisor