Ron Koren, financial advisor Guthrie Center IA

Ron Koren

CRD Number: 6512673
Current Firm: Aegis Wealth Management, Inc.

Ron Koren (CRD# 6512673) is an Investment Advisor Representative working at Aegis Wealth Management, Inc. in Guthrie Center, IA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Aegis Wealth Management, Inc. Guthrie Center, IA Dec 2020 - Current < 1
Equitable Life Insurance Company Dba Karr Barth Associates Bala Cynwyd, PA Dec 2019 - Current 1
Equitable Advisors, LLC Bala Cynwyd, PA Jul 2020 - Dec 2020 < 1
Equitable Advisors, LLC Bala Cynwyd, PA Feb 2020 - Dec 2020 < 1
Axa Advisors, LLC New York, NY Dec 2019 - Jun 2020 < 1
Brokers International Financial Services Urbandale, IA Apr 2019 - Dec 2019 < 1
Us Healthy Retirement Choices Inc. Wynnewood, PA Jun 2016 - Dec 2019 3
Pennsylvania State University State College, PA Aug 2012 - May 2016 3
Lower Merion High School Lower Merion, PA Aug 2000 - Aug 2012 12
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2019
S63 Uniform Securities State Law Examination Jul 2020
Contact Info for Ron M. Koren
Phone Number: 800-579-7923
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    55
    MILLIONS
  • Total Number of Accounts
    520
    ACCOUNTS
  • Average Account Value
    $106,376
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AR, AZ, CA, CO, FL, GA, IA, IL, IN, MA, MI, MO, MT, NV, OH, OK, OR, PA, SC, TX, UT, VA, WI

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