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RK

Ronald L. Kaufman

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CRD#: 1341759
RK

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 L Kaufman, who also goes by Ronald L Kufman, was a registered financial professional .

Ronald is a previously registered financial professional and started their career in finance in 1985. Ronald had worked at 3 firms and has passed the Series 63 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Ronald L Kufman

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

February 21, 2001 - October 7, 2013

CRI SECURITIES, LLC

BD
CRD#: 22589
WAYZATA, MN
Past

April 29, 1985 - October 7, 2013

SECURIAN FINANCIAL SERVICES, INC.

BD
CRD#: 15296
WAYZATA, MN
Past

February 19, 1985 - April 19, 1985

THE MINNESOTA MUTUAL LIFE INSURANCE COMPANY

BD
CRD#: 2797

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 5/2/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


CS
CRI SECURITIES, LLC
C.R.I. SECURITIES, INC. | CRI SECURITIES, LLC | C.R.I. SECURITIES, LLC

CRD#: 22589 / SEC#: 801-62434, 8-39877

BD
Terminated by SEC on 01/14/2022
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Contact information


Main Address
400 Robert Street North, St.paul, MN 55101
Mailing Address
Phone number
Established
Minnesota since 12/01/2004
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
CARPENTER, KIMBERLY KAYSENIOR VICE PRESIDENT & CHIEF COMPLIANCE OFFICER & ANTI-MONEY LAUNDERING COMPLIANCE OFFICER4266541
FERGUSON, KRISTIN MARYVICE PRESIDENT, TREASURER, CHIEF FINANCIAL OFFICER & FINOP6895121

Disclosures


Regulatory Event1

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.

Company Information


CRI SECURITIES, LLC

CRD#: 22589

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