Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Edward MacHtan is a financial advisor with KCD Financial, Inc. with over 27 years of experience in the financial services industry. Ronald is licensed to offer financial advice in several states including Colorado, Florida, Illinois, Minnesota, Nevada, New Mexico, North Carolina, South Dakota, Texas, Washington, and Wisconsin. He holds Series 6, 7, 63, and 65 licenses and the SIE exam. Ronald specializes in providing financial planning and portfolio management services to individuals and high-net-worth individuals. He has been a financial advisor since 1996.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
A portion of fees paid to 3rd party advisors
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2
WI
10/06/2017 - Present
KCD Financial, Inc. (Green Bay WI)
MN
03/14/2001 - 10/26/2006
USALLIANZ SECURITIES, INC. (MINNETONKA MN)
CT
07/13/1998 - 03/14/2001
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
IA
01/16/1996 - 07/14/1998
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (CEDAR RAPIDS IA)
IA
Issued 12/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/1997
Series 7 - General Securities Representative Examination
BC
Issued 01/15/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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