Ronald Pompel (CRD# 4259487) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Portland, OR and has over 20 years of experience in the finance industry.
CRD# 2543552
Wells Fargo Clearing Services, LLC
CRD# 2279233
Ameriprise Financial Services, LLC
CRD# 6758430
Middleton & Company
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Transamerica Financial Advisors, Inc. | Portland, OR | Jan 2012 - Current | 9 |
| Pompel Family LLC | Gresham, OR | Jan 2012 - Current | 9 |
| Senior Medicare Health Care Plans | Multnomah County, OR | Mar 2010 - Current | 10 |
| World Financial Group, Inc. | Portland, OR | Jun 2001 - Current | 19 |
| Integrated Benefits Inc. | Charleston, WV | Feb 2007 - Dec 2016 | 9 |
| Aflac | Tigard, OR | Jul 2009 - Jun 2013 | 3 |
| Investment Advisors International, Inc. | Portland, OR | Dec 2011 - Jan 2012 | < 1 |
| World Group Securities, Inc. | Portland, OR | Apr 2002 - Jan 2012 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2000 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2011 |
- OR
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Total Assets Under Management1,298MILLIONS
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Total Number of Accounts54,800ACCOUNTS
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Average Account Value$23,680
- A percentage of assets under your management
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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