Ronald Kline
Ronald Kline is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Kirkwood, MO, with 45 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
10260 Manchester Road, Kirkwood, MO, 63122
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Regulatory History (1)
Customer Dispute
August 2016Other Business ActivitiesSells Insurance
Ronald is an independent insurance agent. He is also a Member of Compass Wealth Design LLC, dedicating full-time hours to this investment-related activity, and an advisory rep of a RIA, spending about a quarter of his time on this investment-related activity.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Parkland Securities, LLCBroker
First Allied Securities, INC.Broker
First Allied Advisory Services, INC.
Ffp Advisory Services INC
Ffp Securities, INC.Broker
Securities America, INC.Broker
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
All American Management CorporationBroker
Equable Securities CorporationBroker
State Registrations10 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.