Ronald Lee is a registered investment advisor, based in Omaha, NE, with 27 years of industry experience.
Location
14600 Branch St., Omaha, NE, 68154
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Ronald is an investment advisory representative for CWM, LLC, and a financial advisor for Wealth Management, Inc., dedicating full-time hours to each. He also sells fixed insurance products, including life, disability, annuities, and long-term care, and serves as an ordained deacon and school board member for Our Lady of Fatima Catholic Church, dedicating minimal time to these roles.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cwm, LLC
Previous Registrations
LPL Financial LLCBroker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
American General Financial Advisors, INC.Broker
The Variable Annuity Marketing CompanyBroker
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations2 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.