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Ronald Walton

26 Years of Experience
Sylvan Lake, MI
Broker

Ronald Walton is a registered investment advisor at Cetera Investment Advisers LLC, based in Sylvan Lake, MI, with 26 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

2360 Orchard Lake Road, Suite 100, Sylvan Lake, MI, 48320

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Ronald is involved in various business activities, including managing a residential rental property, owning a working interest in oil/gas wells, serving as treasurer for a homeowners association, running a tax and accounting practice and a staffing company, selling DoTerra oils, and managing a time share rental and rental property held in a trust. He also owns Ridgedale Financial Advisors, his investment practice, dedicating about 10-20% of his time to it.

Employment History
Current Registrations
Cetera Investment Advisers LLC
May 2010 - Present · 16 yrs
Cetera Financial Specialists LLCBroker
June 2004 - Present · 21 yrs 11 mos
Previous Registrations
Hochman & Baker Securities, INC.Broker
October 2002 - June 2004 · 1 yr 8 mos
Prudential Securities IncorporatedBroker
January 2000 - October 2002 · 2 yrs 9 mos
State Registrations6 states
CAFLGAMINJPR
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 Walton - Financial Advisor | TrueAdvisor