Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Vansurksum is a financial professional with over 30 years of experience in the industry. Ronald is currently registered as an Investment Advisor Representative with CWM, LLC, based in Omaha, NE. Ronald has held various positions at firms including QUESTAR CAPITAL CORPORATION, NATIONAL PLANNING CORPORATION, FSC SECURITIES CORPORATION, AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS LIFE INSURANCE COMPANY. Ronald has a broad range of experience and holds licenses including Series 7, Series 24, and Series 63. Ronald specializes in providing financial planning services and portfolio management for individuals. In addition to his professional work, Ronald is involved in the community and has been active in organizations like the Grandville Jenison Chamber of Commerce, Grandville Walker Foundation, and Kenowa Ambucs.
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.
Sub-advisory services for other investment advisory firms
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.
Solicitor fees from other investment advisors
1
2
MI
03/01/2023 - Present
CWM, LLC (Grandcille MI)
MN
06/29/2001 - 08/18/2003
QUESTAR CAPITAL CORPORATION (MINNEAPOLIS MN)
CA
06/25/1999 - 07/09/2001
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
GA
06/20/1997 - 06/28/1999
FSC SECURITIES CORPORATION (ATLANTA GA)
MN
01/22/1993 - 06/09/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/22/1993 - 06/09/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 01/19/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/20/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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