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RG

Ronald J. Geiger

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CRD#: 1990432
RG

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 Geiger was a registered financial professional .

Ronald is a previously registered financial professional and started their career in finance in 1989. Ronald had worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 4 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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 27, 2008 - August 28, 2018

FELTL & COMPANY

BD
CRD#: 6905
WAYZATA, MN
Past

April 2, 2008 - June 30, 2008

STIFEL, NICOLAUS & COMPANY, INCORPORATED

RIA
CRD#: 793
NEW PRAGUE, MN
Past

April 12, 2001 - June 30, 2008

STIFEL, NICOLAUS & COMPANY, INCORPORATED

BD
CRD#: 793
NEW PRAGUE, MN
Past

January 1, 2001 - April 16, 2001

MILLER JOHNSON STEICHEN KINNARD, INC.

BD
CRD#: 694
MINNEAPOLIS, MN
Past

July 2, 1997 - January 1, 2001

MJK CLEARING, INC.

BD
CRD#: 8678
MINNEAPOLIS, MN
Past

June 29, 1993 - July 2, 1997

COLLIERS SECURITIES LLC

BD
CRD#: 7477
MINNEAPOLIS, MN
Past

August 21, 1990 - June 29, 1993

JOHN G. KINNARD AND COMPANY, INCORPORATED

BD
CRD#: 466
MINNEAPOLIS, MN
Past

April 17, 1990 - August 23, 1990

HAYNE, MILLER FINANCIAL, INC.

BD
CRD#: 13849
MINNEAPOLIS, MN
Past

January 2, 1990 - April 25, 1990

BLINDER, ROBINSON & CO., INC.

BD
CRD#: 5096
Past

December 19, 1989 - January 2, 1990

AMERICAN CAPITAL CORPORATION

BD
CRD#: 16124
VALLEY FORGE, PA

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: 4/1/2008
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


F&
FELTL & COMPANY
FELTL & COMPANY | MCALMONT INVESTMENT COMPANY | FELTL AND COMPANY | FELTL ADVISORS

CRD#: 6905 / SEC#: 801-68779, 8-18435

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


Main Address
One Carlson Parkway North Suite 225, Plymouth, MN 55447
Mailing Address
One Carlson Parkway North Suite 225, Plymouth, MN 55447
Phone number
(612) 492-8800
Established
Minnesota since 02/27/1975
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

FIRM BROCHURE (3/30/2012)

Direct owners and executive officers


NamePositionCRD#
FELTL, JOHN CHRISTOPHERCEO, TRUSTEE JCF TRUST2366353
JCF TRUSTSHAREHOLDER
EDWARDS, MITCHELL JAYCOO, CORP SECRETARY4127796
FELTL, MARY JOANNEPRESIDENT2055810
RIGAZIO, DAVID ALANCFO7083498
VAN KREVELEN, DIRK GARRETCHIEF COMPLIANCE OFFICER1289150

Disclosures


Regulatory Event11
Arbitration2

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


FELTL & COMPANY

CRD#: 6905

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