Ronald Lungwitz, financial advisor Cape Girardeau MO
93 score

Ronald Lungwitz

CRD Number: 869714
Current Firm: On Investment Management Co

Ronald Lungwitz (CRD# 869714) is an Investment Advisor Representative working at On Investment Management Co in Cape Girardeau, MO and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
The O.n. Equity Sales Company Jackson, MO Apr 1998 - Current 18
Golden Rule Ins. Co Lawrenceville, IL Apr 1997 - Current 19
American General Life Ins. Company Houston, TX Sep 1996 - Current 20
First Colony Life Ins. Company Lynchburg, VA Nov 1995 - Current 21
Sun Life Assurance Co Of Canade (us) Boston, MA Jan 1990 - Current 26
Itt Hartford Ins. Company Hartford, CT Jan 1990 - Current 26
Integrity Life Ins. Company Wethersfield, CT Jan 1989 - Current 27
Contintntal General Ins. Co Omaha, NE Jan 1987 - Current 29
Frank Life And Franklin Financial Servic Springfield, IL Apr 1977 - Current 39
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1987
S66 NASAA Uniform Combined State Law Examination Sep 2007
Contact Info for Ronald L. Lungwitz
Phone Number: 855-262-0913
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    832
    MILLIONS
  • Total Number of Accounts
    6,888
    ACCOUNTS
  • Average Account Value
    $120,767
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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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