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Ronald Clark Finke

Stewardship Capital

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About Ronald Clark Finke

Ronald Clark Finke has been a Registered Representative for over 40 years. Ronald Finke is an Investment Advisor Representative with Stewardship Capital, located in Independence, Missouri. Ronald Finke has a Series 6, 7, 22, 63 and 65 license. Stewardship Capital manages over $136 million in assets for individuals, charities, and businesses.

Firm Information

Ronald Finke is currently registered with Stewardship Capital. Stewardship Capital is an investment advisory firm located in Independence, Missouri. With over $136 million in regulatory assets under management, they offer a range of services including financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and charitable organizations. Their experienced team of advisors provides personalized guidance and strategies tailored to meet their clients' specific needs.
Stewardship Capital

4200 LITTLE BLUE PARKWAY

INDEPENDENCE, MO 64057

$136.27M

Assets Under Management

Not reported

Total Clients

4

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

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

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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.

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fixed fees

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

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percentage of assets

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

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Ronald Finke’s Registration & Firm History

MO

01/24/2013 - Present

Stewardship Capital (INDEPENDENCE MO)

MO

02/02/2001 - 09/22/2003

MOLONEY SECURITIES CO., INC. (MANCHESTER MO)

CO

10/31/2000 - 02/02/2001

MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)

MA

02/01/1994 - 11/06/2000

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

MA

02/17/1983 - 02/03/1994

ALLMERICA INVESTMENTS, INC. (WORCESTER MA)

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Licenses & Designations

IA

Issued 04/02/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/16/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/27/1991

Series 7 - General Securities Representative Examination

BC

Issued 02/24/1984

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 02/16/1983

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ronald Clark Finke.
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