Ronald Hauf (CRD# 1262280) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Whitefish, MT and has over 40 years of experience in the finance industry.
CRD# 4970862
Stack Financial Management Inc.
CRD# 5572109
D.a. Davidson & Company
CRD# 5679476
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Securities America, Inc. | Whitefish, MT | Sep 2020 - Current | 3 |
| Securities America Advisors, Inc. | Whitefish, MT | Sep 2020 - Current | 3 |
| Investment Dynamics, Inc. | Spokane, WA | Jun 2006 - Current | 17 |
| Securities Service Network, Inc. | Whitefish, MT | Sep 2007 - Sep 2020 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1984 |
| S65 | NASAA Investment Advisors Law Examination | Jun 1999 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MT
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Total Assets Under Management40,420MILLIONS
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Total Number of Accounts211,150ACCOUNTS
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Average Account Value$191,430
- A percentage of assets under your management
- Hourly charges
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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