Ronald Theissen, financial advisor Chester VT

Ronald Theissen

CRD Number: 1155234
Current Firm: Fisher Financial Advisors LLC

Ronald Theissen (CRD# 1155234) is an Investment Advisor Representative working at Fisher Financial Advisors LLC in Chester, VT and has 1 year of experience in the finance industry. Ronald Theissen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Andover Financial Advisors, LLC Chester, VT Sep 2018 - Current 3
Ronald J. Theissen, Cpa, Cfp Chester, VT Aug 2005 - Current 17
Fisher Financial Advisors LLC Andover, VT Aug 2018 - Sep 2021 3
Skygate Financial Group, LLC Chester, VT Jan 2011 - Sep 2018 7

Ronald Theissen has no recent exams reported.
Contact Info for Ronald J. Theissen
By the Numbers
  • Total Assets Under Management
    187
    MILLIONS
  • Total Number of Accounts
    537
    ACCOUNTS
  • Average Account Value
    $348,942
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)
Types of Clients
Registered States

FL, LA, MA, ME, NH, TX, VT

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