Ronald Woelk, financial advisor Overland Park KS
96 score

Ronald Woelk

CRD Number: 1051243
Current Firm: Two West Capital Advisors LLC

Ronald Woelk (CRD# 1051243) is an Investment Advisor Representative working at Two West Capital Advisors LLC in Overland Park, KS and has over 34 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Two West Advisors, LLC Overland Park, KS May 2012 - Current 4
Midwestern General Agency Overland Park, KS May 2002 - Current 14
Ameritas Investment Corp. Lincoln, NE May 1999 - Current 17
Ameritas Life Insurance Corp. Lincoln, NE Apr 1998 - Current 18
Cretcher Heartland Incorporated Overland Park, KS Dec 1995 - Current 21
Union Central Life Insurance Cincinnati, OH Jun 2006 - Dec 2011 5
Acacia Life Insurance Bethesda, MD Oct 2003 - Dec 2011 8
Cretcher-lynch Kansas City, MO Oct 2007 - Jan 2008 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1982
Contact Info for Ronald E. Woelk
Phone Number: 913-825-1722
Registered State(s):
  • KS
By the Numbers
  • Total Assets Under Management
    752
    MILLIONS
  • Total Number of Accounts
    218
    ACCOUNTS
  • Average Account Value
    $3,449,541
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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

KS, MO, TX

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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