Unclaimed
Ronald Leroy Jurgensmeier is a financial professional with over 30 years of experience in the industry. Ronald is currently registered with Osaic Wealth, Inc. in Topeka, Kansas. Previously, Ronald was employed with SAGEPOINT FINANCIAL, INC., in Topeka, Kansas, and American General Securities Incorporated in Topeka, Kansas, and New England Securities in New York, New York. Ronald holds the Series 6, Series 26, and Series 63 licenses as well as the SIE.
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.
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2
KS
09/01/2023 - Present
Osaic Wealth, Inc. (TOPEKA KS)
KS
10/31/2008 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (TOPEKA KS)
KS
07/10/1995 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (TOPEKA KS)
NY
04/13/1992 - 07/11/1995
NEW ENGLAND SECURITIES (NEW YORK NY)
BC
Issued 04/24/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/13/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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