Unclaimed
Ronald Knigge is a financial advisor with Osaic Wealth, Inc. Ronald has over 27 years of experience in the financial services industry. He has worked with Securities America, Inc., Lincoln Financial Advisors Corporation, and The Lincoln National Life Insurance Company in the past. He is a Registered Representative and Investment Advisor Representative and holds the Series 6, Series 7, Series 63 and Series 66 securities licenses. Ronald provides financial planning, pension consulting, educational seminars, selection of other advisors and portfolio management services for individuals and businesses.
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
KY
06/14/2024 - Present
Osaic Wealth, Inc. (LOUISVILLE KY)
KY
11/12/2004 - 06/14/2024
SECURITIES AMERICA, INC. (LOUISVILLE KY)
IN
01/09/1996 - 11/16/2004
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
01/09/1996 - 11/16/2004
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 09/23/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/28/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2010
Series 7 - General Securities Representative Examination
BC
Issued 01/05/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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