Ronald Besonen, financial advisor Broomfield CO

Ronald Besonen

CRD Number: 1968461
Current Firm: Epiqwest Culver Wealth Advisors LLC

Ronald Besonen (CRD# 1968461) is an Investment Advisor Representative working at Epiqwest Culver Wealth Advisors LLC in Broomfield, CO and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Epiqwest Culver Wealth Advisors LLC Broomfield, CO Jun 2020 - Current 3
Epiqwest Corporation Lafayette, CO Jul 2007 - Dec 2020 13
American Portfolios Financial Services, Inc. Lafayette, CO May 2013 - Oct 2018 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2009
S65 NASAA Investment Advisors Law Examination Apr 2007
Contact Info for Ronald J. Besonen
Phone Number: 303-442-3670
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    217
    MILLIONS
  • Total Number of Accounts
    565
    ACCOUNTS
  • Average Account Value
    $384,007
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, FL, HI, IN, LA, MN, NE, NH, NV, TX, WY

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