Ronald Silverman, financial advisor South Bend IN

Ronald Silverman

CRD Number: 809984
Current Firm: Creative Financial Planning Advisors, Inc.

Ronald Silverman (CRD# 809984) is an Investment Advisor Representative working at Creative Financial Planning Advisors, Inc. in South Bend, IN and has over 44 years of experience in the finance industry. Ronald Silverman 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.

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Professional Designations
Company Name Location Dates Years
2w Technologies Meadville, PA Jan 2007 - Current 17
Capital Financial Services, Inc. Minot, ND May 1986 - Current 37
Creative Financial Planning Advisors Inc. South Bend, IN Apr 1982 - Current 41
Creative Finl Plng Alternatives Inc. South Bend, IN Sep 1980 - Current 43
Ronald A Silverman, Cpa South Bend, IN Dec 1967 - Current 56
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1979
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Ronald A. Silverman
Phone Number: (574) 232-8000
Firm Website: http://www.moneymd.com
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    27
    MILLIONS
  • Total Number of Accounts
    84
    ACCOUNTS
  • Average Account Value
    $326,690
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

IN

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