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Ronald Stortz

27 Years of Experience
Lincoln, NE
1 DisclosureBrokerSells Insurance

Ronald Stortz is a registered investment advisor at Cetera Investment Advisers LLC, based in Lincoln, NE, 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

6940 O St Suite 306, Lincoln, NE, 68510

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History

Regulatory History (1)
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Customer Dispute
January 2024
Settled
Other Business ActivitiesSells Insurance

Ronald is involved in several businesses, including real estate (Brookstone Development, Lucky B Properties), a sports association (Midwest Sports Association, Nebraska Venom), and Stortz Financial Group. He also works as an independent insurance agent selling fixed insurance products, and dedicates a few hours per week to this.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
April 2008 - June 2021 · 13 yrs 2 mos
Voya Financial Advisors, INC.Broker
October 2004 - June 2021 · 16 yrs 8 mos
Mutual of Omaha Investor Services, INC.Broker
June 1998 - October 2004 · 6 yrs 4 mos
State Registrations32 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.