Ronald Schwantes (CRD# 2327747) is an Investment Advisor Representative working at S&a Financial Services, Inc. in Overland Park, KS and has over 29 years of experience in the finance industry. Ronald Schwantes 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.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| S&a Financial Services, Inc. | Overland Park, KS | Aug 1995 - Current | 28 |
| Cambridge Investment Research, Inc. | Fairfield, IN | Aug 1998 - Mar 2017 | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1995 |
| S65 | NASAA Investment Advisors Law Examination | Feb 1999 |
- KS
- TX
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Total Assets Under Management311MILLIONS
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Total Number of Accounts1,582ACCOUNTS
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Average Account Value$196,340
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AR, AZ, KS, MO, NE, NH, OK, TX, WI
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