Ronald J. Theissen
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Ronald James Theissen, CFP® was a registered financial professional .
Ronald is a previously registered financial professional and started their career in finance in 1983. Ronald had worked at 5 firms .
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 1997
Experience
January 27, 2022 - September 15, 2023
ANDOVER FINANCIAL ADVISORS, LLC
September 11, 2018 - October 5, 2022
FISHER FINANCIAL ADVISORS LLC
January 31, 2012 - October 1, 2018
SKYGATE FINANCIAL GROUP, LLC
November 10, 1987 - January 27, 1989
THEISSEN EQUITIES CORPORATION
June 14, 1983 - May 7, 1987
R-V EQUITIES CORP.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
ANDOVER FINANCIAL ADVISORS, LLC
CRD#: 316740 / SEC#:
Contact information
Red Flags
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