Ronald Vanwyngarden, financial advisor Pella IA
58 score

Ronald Vanwyngarden

CRD Number: 1286498
Current Firm: Berthel Fisher & Company Financial Services, Inc.

Ronald Vanwyngarden (CRD# 1286498) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Pella, IA and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Berthel Fisher & Company Pella, IA Jul 2007 - Current 9
Van Haaften Plumbing & Heating, Inc. Pella, IA Oct 2010 - Jul 2014 3
Garden Chapel Funeral Home Pella, IA Mar 2005 - Jul 2014 9
Pella Kiwanis Pella, IA Oct 1999 - Jul 2014 14
Brookstreet Securties Corporation Irvine, CA May 2003 - Jul 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1984
S66 NASAA Uniform Combined State Law Examination Jul 2004
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Ronald D. Vanwyngarden
Phone Number: 319-447-5700
Firm Website: http://www.berthel.com
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    765
    MILLIONS
  • Total Number of Accounts
    5,670
    ACCOUNTS
  • Average Account Value
    $134,832
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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

AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
58

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