linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Ronald Ching Wo

CKW Financial Group, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Ronald? Claim Your Profile

About Ronald Ching Wo

Ronald Ching Wo is an Investment Advisor Representative registered with CKW Financial Group, LLC in HONOLULU, HI. Ronald Wo has been in the industry since January 2002. He is also registered with the state of Hawaii. Prior to joining CKW Financial Group, LLC, Ronald Wo was with J.W. COLE FINANCIAL, INC. and FINANCIAL ADVISERS OF AMERICA, LLC. He holds Series 7, Series 31 and Series 66 licenses and has been involved in Real Estate Management through Tropical Robert, LTD. Ronald Wo specializes in Retirement Planning, Investment Advisory Services, Broker-Dealer Services and Mutual Funds and ETFs.

Firm Information

Ronald Wo is currently registered with CKW Financial Group, LLC. CKW Financial Group, LLC is an investment advisor registered with the SEC based in HONOLULU, HI. The firm manages $1,969,795,561 in regulatory assets under management for 1,470 clients. The firm provides a range of services including portfolio management for individuals and businesses, pension consulting, and selection of other advisors. CKW Financial Group, LLC primarily serves individuals, corporations, charitable organizations, pension and profit-sharing plans, and high net worth individuals. The firm also participates in wrap fee programs.
CKW Financial Group, LLC

1003 BISHOP STREET

HONOLULU, HI 96813

$1.97B

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

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.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Ronald Wo’s Registration & Firm History

HI

11/18/2009 - Present

CKW Financial Group, LLC (HONOLULU HI)

HI

05/10/2013 - 12/20/2013

J.W. COLE FINANCIAL, INC. (HONOLULU HI)

HI

10/06/2011 - 05/10/2013

FINANCIAL ADVISERS OF AMERICA, LLC (HONOLULU HI)

HI

10/10/2008 - 10/08/2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HONOLULU HI)

HI

04/02/2007 - 11/03/2008

MORGAN STANLEY & CO. INCORPORATED (HONOLULU HI)

HI

01/21/2002 - 04/02/2007

MORGAN STANLEY DW INC. (HONOLULU HI)

Not sure if Ronald Ching Wo is right for you?

Licenses & Designations

BOTH

Issued 02/14/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/14/2002

Series 31 - Futures Managed Funds Examination

BC

Issued 01/18/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ronald Ching Wo.
Not sure if Ronald Ching Wo is right for you?