Ronald Paulseen (CRD# 358288) is an Investment Advisor Representative working at Eagle Strategies LLC in Wichita, KS and has over 39 years of experience in the finance industry.
CRD# 5187919
Pinion Wealth Management, LLC
CRD# 6819501
Robert W. Baird & Company Incorporated
CRD# 3183707
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eagle Strategies Corp | Wichita, KS | Jan 2003 - Current | 21 |
| Paulseen Financial Group | Iwchita, KS | Aug 1994 - Current | 29 |
| Nylife Securities Inc. | Wichita, KS | Jul 1973 - Current | 50 |
| New York Life Ins Co | Wichita, KS | Apr 1972 - Current | 52 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1984 |
- KS
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Total Assets Under Management20,358MILLIONS
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Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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