Ronald Wiser
Ronald Wiser is a CFP, ChFC-designated registered investment advisor at Kestra Advisory Services, LLC, based in Kalamzazoo, MI, with 58 years of industry experience. Ronald is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 117,403 clients with $80B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Asset-based fees range up to 2.5% of assets under management and are negotiable based on account size, registration type, and services provided.
Fee Estimator
Location
6100 Stadium Dr, Kalamzazoo, MI, 49009
Get directionsHistory
Regulatory History (6)
Customer Dispute
May 2011Customer Dispute
July 2006Customer Dispute
May 2006Customer Dispute
November 2004Customer Dispute
February 2003Regulatory
December 1989Other Business Activities
Ronald is a Certified Financial Planner with Wiser Financial Group and an Investment Advisor Representative with Kestra Advisory Services, dedicating a significant portion of his time to these activities. He also owns Ronald B. Wiser Management, LLC, Chicago Avenue, LLC (real estate), and serves on the boards of the Michigan Education Trust and Old Harbor Village Condo Association.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Pw Securities, INC.Broker
State Registrations3 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.