RE
Ronald D. Entenman
CETERA INVESTMENT ADVISERS LLC
VANCOUVER, WA 98684
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CRD#: 1122769
RE
Professional summary
Ronald Dean Entenman, CFP®, who also goes by Ron Entenman, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Vancouver, Washington and CETERA WEALTH SERVICES, LLC located in Vancouver, Washington.
Ronald is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1985. Ronald has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 22 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ron Entenman
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.
1. VARIOUS INSURANCE COMPANIES,
INSURANCE REPRESENTATIVE,
SELLS FIXED INSURANCE,
LIFE, DISABILITY, LTC AND ANNUITIES;
2.NAME OF OTHER BUSINESS: BOYCE FINANCIAL GROUP LLC DBA BOYCE FINANCIAL GROUP
INVESTMENT RELATED: YES
ADDRESS: SAME AS REGISTERED LOCATION
NATURE OF BUSINESS: FINANCIAL SERVICES
START DATE: 2/2017
APX NUMBER OF HOURS PER WEEK: 40
APX NUMBER OF HOURS DURING TRADING HOURS: 32.5
POSITION/TITLE/RELATIONSHIP: REGISTERED REPRESENTATIVE/ INVESTMENT ADIVSOR REPRESENTATIVE
BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES
CRS (Client Relationship Summary) - RIA
Click below to view Ronald Dean Entenman's 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®
Experience
Current
June 29, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 15597 Se Mill Plain Blvd, Vancouver, WA 98684RIA
CRD#: 105644
VANCOUVER, WA
Current
October 4, 1983 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 15597 Se Mill Plain Blvd, Vancouver, WA 98684BD
CRD#: 13572
Vancouver, WA
Past
July 12, 2005 - June 29, 2023
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
VANCOUVER, WA
Past
February 7, 1985 - October 29, 1985
FREEMAN FINANCIAL SERVICES CORPORATION
BD
CRD#: 6722
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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alaska(4/25/1994)
RR
Arizona(1/5/1999)
RR
California(1/15/2016)
RR
Florida(1/2/2004)
RR
Georgia(1/28/2025)
RR
Hawaii(1/2/2004)
RR
Idaho(1/3/2022)
RR
Louisiana(5/6/2022)
RR
Maine(1/2/2009)
RR
Maryland(1/3/2022)
RR
Massachusetts(8/3/2015)
RR
Montana(1/10/2017)
RR
Nebraska(9/14/2022)
RR
Nevada(1/2/2004)
RR
Oregon(10/4/1983)
RR
Texas(11/8/2019)
IAR
Texas(6/29/2023)
RR
Washington(8/29/1984)
IAR
Washington(6/29/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
