Ronald Wiitala, financial advisor Port Charlotte FL
89 score

Ronald Wiitala

CRD Number: 6238019
Current Firm: Horter Investment Management, LLC

Ronald Wiitala (CRD# 6238019) is an Investment Advisor Representative working at Horter Investment Management, LLC in Port Charlotte, FL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Horter Investment Management, LLC Cincinnati, OH Apr 2015 - Current 1
Wiitala Financial Services Port Charlotte, FL Sep 2013 - Current 3
Global Financial Private Capital Sarasota, FL Aug 2013 - Apr 2015 1
Creative Wealth Financial Pt Charlotte, FL Oct 2011 - Aug 2013 1
Wiitala Financial Services Pt Charlotte, FL Sep 2009 - Sep 2011 2
Federal Insurance Group Ft Meyers, FL Jan 2009 - Aug 2009 < 1
Wiitala Financial Services Pt Charlotte, FL Apr 2008 - Dec 2008 < 1
Estate Advisors Inc. Pt Charlotte, FL Jul 2002 - Apr 2008 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2013
Contact Info for Ronald C. Wiitala
Phone Number: 513-984-9933
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    1,016
    MILLIONS
  • Total Number of Accounts
    13,925
    ACCOUNTS
  • Average Account Value
    $72,992
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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

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, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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