Unclaimed
Ronald Kerher is a financial advisor with over 30 years of experience in the financial services industry. Ronald is currently registered with Calton & Associates, Inc. and has previously been registered with several other firms. Ronald's areas of specialization include financial planning, portfolio management, and insurance. Ronald is committed to providing personalized financial advice and guidance to help clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
08/07/2019 - Present
Calton & Associates, Inc. (TAMPA FL)
SD
05/14/2010 - 07/31/2019
CAPITAL FINANCIAL SERVICES, INC. (SIOUX FALLS SD)
SD
10/18/2005 - 05/14/2010
OKOBOJI FINANCIAL SERVICES, INC. (SIOUX FALLS SD)
CO
08/20/1999 - 10/28/2005
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
AZ
09/26/1994 - 08/25/1999
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
GA
03/08/1994 - 09/27/1994
FSC SECURITIES CORPORATION (ATLANTA GA)
MN
04/01/1982 - 03/15/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/01/1982 - 03/15/1994
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
04/01/1982 - 12/24/1986
IDS FINANCIAL SERVICES INC.
IA
Issued 07/09/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/17/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/26/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1986
Series 7 - General Securities Representative Examination
BC
Issued 02/03/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Ronald Kerher is the right advisor for you? Invested Better is here to help.