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Ronald E. Tuerk

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CRD#: 1504638
RT

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 Edward Tuerk, who also goes by Ron Tuerk, was a registered financial professional .

Ronald is a previously registered financial professional and started their career in finance in 1986. Ronald had worked at 15 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Ron Tuerk

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

June 19, 2014 - December 31, 2018

THE LEADERS GROUP, INC.

BD
CRD#: 37157
SUMMIT, NJ
Past

February 24, 2014 - March 18, 2014

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
BRADENTON, FL
Past

February 14, 2013 - January 31, 2014

CETERA INVESTMENT SERVICES LLC

RIA
CRD#: 15340
BRADENTON, FL
Past

January 29, 2013 - March 18, 2014

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
BRADENTON, FL
Past

September 26, 2012 - January 22, 2013

FIRST BROKERAGE AMERICA, L.L.C.

RIA
CRD#: 43431
BRADENTON, FL
Past

September 18, 2012 - January 22, 2013

FIRST BROKERAGE AMERICA, L.L.C.

BD
CRD#: 43431
BRADENTON, FL
Past

August 11, 2010 - June 1, 2012

LINCOLN INVESTMENT

RIA
CRD#: 519
HOMESTEAD, FL
Past

August 2, 2010 - June 1, 2012

LINCOLN INVESTMENT

BD
CRD#: 519
HOMESTEAD, FL
Past

April 28, 2010 - August 2, 2010

MM ASCEND LIFE INVESTOR SERVICES, LLC

BD
CRD#: 36451
HOMESTEAD, FL
Past

June 4, 2007 - April 9, 2009

OSAIC INSTITUTIONS, INC.

BD
CRD#: 35371
ZEPHYRHILLS, FL
Past

July 7, 2006 - May 31, 2007

PFIC ADVISORS, INC.

RIA
CRD#: 138007
FRANKLIN, TN
Past

April 6, 2005 - May 31, 2007

PFIC SECURITIES CORPORATION

BD
CRD#: 34941
VENICE, FL
Past

October 13, 2004 - April 5, 2005

MM ASCEND LIFE INVESTOR SERVICES, LLC

RIA
CRD#: 36451
CINCINNATI, OH
Past

March 3, 1998 - April 5, 2005

MM ASCEND LIFE INVESTOR SERVICES, LLC

BD
CRD#: 36451
CINCINNATI, OH
Past

July 16, 1997 - March 3, 1998

NATCITY INSURANCE SERVICES, INC.

BD
CRD#: 16989
CLEVELAND, OH
Past

April 4, 1995 - July 18, 1997

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
ST. CLOUD, MN
Past

May 3, 1991 - April 5, 1995

INVEST FINANCIAL CORPORATION

BD
CRD#: 12984
APPLETON, WI
Past

May 22, 1990 - April 23, 1991

CAPITAL BROKERAGE CORPORATION

BD
CRD#: 10465
GLEN ALLEN, VA
Past

March 14, 1990 - May 23, 1990

EMPIRE NATIONAL SECURITIES, INCORPORATED

BD
CRD#: 7361
Past

January 3, 1989 - March 14, 1990

PAMCO SECURITIES AND INSURANCE SERVICES

BD
CRD#: 11028
Past

May 23, 1986 - December 19, 1988

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363

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
IAR
Series 65
Date: 8/9/2010
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 11/21/2003
General Securities Principal Examination

Current Firm


TL
THE LEADERS GROUP, INC.
SIMPLICITY INVESTMENTS | THE LEADERS GROUP, INC. | THE LEADERS GROUP

CRD#: 37157 / SEC#: , 8-47639

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information


Main Address
475 Springfield Ave, Summit, NJ 07901
Mailing Address
475 Springfield Ave Suite 1, Summit, NJ 07901
Phone number
(303) 797-9080
Established
Delaware since 07/14/1994
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
SIMPLICITY FINANCIAL MARKETING HOLDINGS, INC.SHAREHOLDER
PETERS, ROBERT WILLIAMFINOP1704577
RILEY, ZORAH JANECHIEF COMPLIANCE OFFICER3015509
WICKERSHAM, SEAN DAVIDPRESIDENT4994630

Disclosures


Regulatory Event4

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


THE LEADERS GROUP, INC.

CRD#: 37157

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