RM
CFP
RM
CFP

Ronald Mammen

52 Years of Experience
El Dorado Hills, CA
BrokerSells Insurance

Ronald Mammen is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in El Dorado Hills, CA, with 52 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

1107 Investment Blvd, Ste 145, El Dorado Hills, CA, 95762

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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 ActivitiesSells Insurance

Ronald sells fixed insurance products, including life insurance and annuities. He is also the owner, president, and CEO of Mammen Financial Services Inc., spending minimal time on administrative tasks such as signing tax returns and an informational newsletter.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
May 1984 - Present · 42 yrs
Previous Registrations
Cetera Advisor Networks LLC
July 1997 - June 2023 · 25 yrs 11 mos
United Services Planning Association, INC.Broker
November 1971 - July 1982 · 10 yrs 8 mos
State Registrations35 states
ARAZCACOFLGAHIIDILINKSKYLAMAMDMIMNMOMTNCNDNENMNVOHOKORPASCSDTNTXUTWAWI
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 Mammen - Financial Advisor | TrueAdvisor