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Ronald Boss

25 Years of Experience
Wichita, KS
1 DisclosureBrokerSells Insurance

Ronald Boss is a registered investment advisor at Cetera Investment Advisers LLC, based in Wichita, KS, with 25 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

740 W 2nd St, Ste. 100, Wichita, KS, 67203

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History

Regulatory History (1)
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Judgment / Lien
February 2007
Other Business ActivitiesSells Insurance

Ronald sells fixed insurance products, including life, disability, and long-term care, dedicating a few hours per week. He also works full-time providing accounting, tax preparation, and bookkeeping services, and is involved in other financial services, trustee roles, and owns a granite corporation.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
May 2015 - Present · 11 yrs
Previous Registrations
Cetera Advisor Networks LLC
May 2015 - June 2023 · 8 yrs 1 mo
AXA Advisors, LLC
May 2004 - May 2015 · 11 yrs
AXA Advisors, LLCBroker
November 2000 - May 2015 · 14 yrs 6 mos
State Registrations2 states
KSTX
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.