Ronald Kerher, financial advisor Sioux Falls SD

Ronald Kerher

CRD Number: 1012967
Current Firm: Calton & Associates, Inc.

Ronald Kerher (CRD# 1012967) is an Investment Advisor Representative working at Calton & Associates, Inc. in Sioux Falls, SD and has over 41 years of experience in the finance industry.

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Company Name Location Dates Years
Calton & Associates, Inc. Sioux Falls, SD Jul 2019 - Current 4
Capital Financial Services, Inc. Minot, ND May 2010 - Jul 2019 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1983
S65 NASAA Investment Advisors Law Examination Jul 1994
Disclosure Information

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
Contact Info for Ronald A. Kerher
Phone Number: 813-264-0440
Firm Website: http://www.calton.com
Registered State(s):
  • SD
By the Numbers
  • Total Assets Under Management
    1,059
    MILLIONS
  • Total Number of Accounts
    6,846
    ACCOUNTS
  • Average Account Value
    $154,702
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • 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)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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