Ronald Looney
Ronald Looney is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Fort Wayne, IN, with 25 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
6329 Constitution Drive, Fort Wayne, IN, 46804
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Regulatory History (1)
Customer Dispute
April 2025Other Business Activities
Ronald is a partner at Burton Vosmeier & Looney Financial Advisory Group, dedicating about half of his time to this role. He is also a partner at BVL Advisors LLC (minimal time commitment) and a co-owner/manager of BVL Enterprises LLC, a rental real estate business (a few hours per week).
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch Pierce Fenner & Smith INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations15 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.