Unclaimed
Ronald Chrysler Hauf is a financial advisor with over 30 years of experience in the industry. Ronald is currently registered with Osaic Wealth, INC. and has a branch office in Whitefish, MT. Ronald has been in the industry since 1984 and has held previous positions at Securities America, INC., Securities Service Network, LLC, and Geneos Wealth Management, INC.. Ronald is a Registered Investment Advisor and has experience providing financial planning, portfolio management, and other advisory services to individuals, businesses, and institutions.
WHITEFISH, MT
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
1
2
MT
06/14/2024 - Present
Osaic Wealth, Inc. (WHITEFISH MT)
MT
09/18/2020 - 06/14/2024
SECURITIES AMERICA, INC. (WHITEFISH MT)
MT
09/27/2007 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (WHITEFISH MT)
MT
07/19/2006 - 10/01/2007
GENEOS WEALTH MANAGEMENT, INC. (WHITEFISH MT)
WA
03/14/2000 - 07/25/2006
SECURITIES AMERICA, INC. (SPOKANE WA)
NY
07/31/1993 - 10/29/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
05/03/1993 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NJ
04/07/1988 - 06/14/1993
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
10/02/1985 - 04/28/1988
PRUDENTIAL-BACHE SECURITIES INC.
NA
05/24/1984 - 09/12/1985
MCLAUGHLIN, PIVEN, VOGEL INC.
IA
Issued 6/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/21/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/19/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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