Ronald Strobel, financial advisor Meridian ID

Ronald Strobel

CRD Number: 6261769
Current Firm: Retire Sensibly LLC

Ronald Strobel (CRD# 6261769) is an Investment Advisor Representative working at Retire Sensibly LLC in Meridian, ID and has over 10 years of experience in the finance industry. Ronald Strobel 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
Retire Sensibly LLC Lynnwood, WA Jan 2018 - Current 6
Raymond James Financial Services Advisors Inc. Mukilteo, WA Jun 2015 - Mar 2018 2
Raymond James Financial Services Mukilteo, WA Dec 2013 - Mar 2018 4
Christoferson Financial Pllc Mukilteo, WA Oct 2013 - Mar 2018 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2014
S65 NASAA Investment Advisors Law Examination Jun 2015
Contact Info for Ronald D. Strobel
By the Numbers
  • Total Assets Under Management
    25
    MILLIONS
  • Total Number of Accounts
    264
    ACCOUNTS
  • Average Account Value
    $94,274
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

ID

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