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Ronald Dale Stolman

Advisor Resource Council

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About Ronald Dale Stolman

Ronald Stolman is an investment advisor representative with Advisor Resource Council, located in Dallas, TX. Ronald has been in the financial industry for over 15 years and specializes in financial planning, portfolio management, and selection of other advisors. He has a Series 65 license and is registered to provide investment advisory services in Texas. Ronald is also the owner of Stolman & Associates, LLC, a bookkeeping and tax firm.

Firm Information

Ronald Stolman is currently registered with Advisor Resource Council. The Advisor Resource Council is a Dallas, TX-based firm with 91 investment adviser representatives and $2.45 billion in regulatory assets under management. The firm offers financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit sharing plans, and other investment advisers. They are also a registered investment adviser with the SEC.
Advisor Resource Council

15110 DALLAS PARKWAY

DALLAS, TX 75248

$2.45B

Assets Under Management

11

Total Clients

75

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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 Stolman’s Registration & Firm History

TX

09/17/2020 - Present

Advisor Resource Council (Heath TX)

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Licenses & Designations

IA

Issued 09/14/2020

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ronald Dale Stolman.
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