Ronald E. Woelk

TWO WEST CAPITAL ADVISORS

Overland Park, KS 66210

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CRD#: 1051243

Professional summary

Ronald Earl Woelk, who also goes by Ron Woelk, is a registered financial advisor currently at TWO WEST CAPITAL ADVISORS LLC located in Overland Park, Kansas.

Ronald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. Ronald has worked at 7 firms and has passed the Series 63, Series 7, Series 6 and Series 22 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ron Woelk

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ronald Earl Woelk's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 23, 2012 - Present

TWO WEST CAPITAL ADVISORS LLC

Office #1: 10975 Benson Drive Corporate Woods, Bldg. 12, Ste. 560, Overland Park, KS 66210

RIA

CRD#: 154543

Overland Park, KS

Past

March 22, 2010 - May 31, 2012

AMERITAS INVESTMENT COMPANY, LLC

RIA

CRD#: 14869

OVERLAND PARK, KS

Past

May 25, 1999 - May 31, 2012

AMERITAS INVESTMENT COMPANY, LLC

CRD#: 14869

OVERLAND PARK, KS

Past

October 10, 1994 - May 28, 1999

BMA FINANCIAL SERVICES, INC.

CRD#: 7943

KANSAS CITY, MO

Past

May 11, 1994 - October 13, 1994

ENERIC FINANCIAL SERVICES, INC.

CRD#: 11761

FAIRFIELD, IA

Past

November 24, 1992 - April 12, 1994

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

Past

April 14, 1992 - November 23, 1992

CETERA WEALTH SERVICES, LLC

CRD#: 13572

EL SEGUNDO, CA

Past

June 28, 1982 - March 17, 1992

GREEN HILL FINANCIAL SERVICE CORPORATION

CRD#: 4882

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TWO WEST CAPITAL ADVISORS LLC

CANVAS WEALTH ADVISORS | TWO WEST CAPITAL ADVISORS LLC | TWO WEST ADVISORS | STEWART ADVISORY SERVICES | GOALPATH SOLUTIONS

CRD#: 154543 / SEC#: 801-76551

RIA

Registered Investment Advisory firm - (5/10/2012 Approved)

Kansas

Registered Investment Advisory firm - (6/19/2012 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Kansas
(5/23/2012)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 8/30/1982

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 4/19/1986

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/17/1982

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 22

Date: 6/25/1982

Direct Participation Programs Representative Examination

Current Firm

TWO WEST CAPITAL ADVISORS LLC

CANVAS WEALTH ADVISORS | TWO WEST CAPITAL ADVISORS LLC | TWO WEST ADVISORS | STEWART ADVISORY SERVICES | GOALPATH SOLUTIONS

CRD#: 154543 / SEC#: 801-76551

RIA

Registered Investment Advisory firm - (5/10/2012 Approved)

Kansas

Registered Investment Advisory firm - (6/19/2012 Terminated)

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Contact information

Main Address

10975 Benson Drive Corporate Woods, Bldg. 12, Ste. 560, Overland Park, KS 66210

Mailing Address

Phone number

(913) 825-1722

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TWA ADV PART 2A BROCHURE (INSTITUTIONAL DIVISION) (3/19/2025)

TWA ADV PART 2A BROCHURE (WEALTH MGMT DIVISION) (3/19/2025)

Regulatory assets under management

Total Number of Accounts	579
AUM (Assets Under Management)	$ 3,242,615,186

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Ronald E. Woelk

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ronald Earl Woelk's CRS (Customer Relationship Summary).

Certified licenses

Experience

TWO WEST CAPITAL ADVISORS LLC

AMERITAS INVESTMENT COMPANY, LLC

AMERITAS INVESTMENT COMPANY, LLC

BMA FINANCIAL SERVICES, INC.

ENERIC FINANCIAL SERVICES, INC.

PRUCO SECURITIES, LLC.

CETERA WEALTH SERVICES, LLC

GREEN HILL FINANCIAL SERVICE CORPORATION

Primary Firm SEC Registration

TWO WEST CAPITAL ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 8/30/1982

Series 7

Date: 4/19/1986

Series 6

Date: 8/17/1982

Series 22

Date: 6/25/1982

Current Firm

TWO WEST CAPITAL ADVISORS LLC

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TWO WEST CAPITAL ADVISORS LLC

TRUST BUT VERIFY

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