Unclaimed
Ronald Walter Bird is an investment advisor representative registered with Gradient Advisors, LLC. Ronald is a Series 65 licensed Investment Advisor Representative, registered in Nevada. Ronald's firm is headquartered in Arden Hills, Minnesota, and they also have an office in Mesquite, Nevada. Ronald has been active in the financial services industry for over 15 years, previously working with Financial Concepts Retirement Planning, LLC. Ronald provides financial planning services to individuals, businesses, and pension and profit-sharing plans.
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.
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.
Referral fees
1
2
NV
02/10/2023 - Present
Gradient Advisors, LLC (Mesquite NV)
IA
Issued 12/22/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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