Ronald S. Colson

VIENTO FINANCIAL GROUP

Hood River, OR

Some features on this profile are disabled

CRD#: 1715364

Professional summary

Ronald Scott Colson, CFP®, who also goes by Ronald S Colson, is a registered financial advisor currently at VIENTO FINANCIAL GROUP, LLC located in Hood River, Oregon.

Ronald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Ronald has worked at 4 firms and has passed the Series 22 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ronald S Colson

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 Scott Colson'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®

CFP^®

Certified Financial Planner

Start date: 1993

Experience

Current

July 19, 2024 - Present

VIENTO FINANCIAL GROUP, LLC

RIA

CRD#: 330291

Hood River, OR

Past

January 1, 1999 - July 16, 2024

BELLINGHAMFINANCIALPLANNERS.COM

RIA

CRD#: 109704

BELLINGHAM, WA

Past

March 28, 1990 - June 20, 1996

GLOBAL FINANCIAL GROUP, INC.

CRD#: 23958

MINNEAPOLIS, MN

Past

October 27, 1987 - January 1, 1990

NYLIFE SECURITIES LLC

CRD#: 5167

NEW YORK, NY

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

Colorado
(7/19/2024)

IAR

Oregon
(7/19/2024)

IAR

Washington
(7/19/2024)

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

General Industry/Product Exam

Series 22

Date: 4/5/1989

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 10/26/1987

Investment Company Products/Variable Contracts Representative Examination

Current Firm

VIENTO FINANCIAL GROUP, LLC

VIENTO FINANCIAL GROUP | VIENTO FINANCIAL GROUP, LLC

CRD#: 330291 / SEC#:

Colorado

Registered Investment Advisory firm - (6/12/2024 Approved)

Oregon

Registered Investment Advisory firm - (3/2/2024 Approved)

Washington

Registered Investment Advisory firm - (5/31/2024 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

Hood River, OR

Mailing Address

Phone number

(541) 400-1974

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	73
AUM (Assets Under Management)	$ 44,484,280

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Ronald S. Colson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ronald Scott Colson's CRS (Customer Relationship Summary).

Certified licenses

Experience

VIENTO FINANCIAL GROUP, LLC

BELLINGHAMFINANCIALPLANNERS.COM

GLOBAL FINANCIAL GROUP, INC.

NYLIFE SECURITIES LLC

State Registrations and Notice Filings

Exams

Series 22

Date: 4/5/1989

Series 6

Date: 10/26/1987

Current Firm

VIENTO FINANCIAL GROUP, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

VIENTO FINANCIAL GROUP, LLC

TRUST BUT VERIFY

Similar Advisors