Ronald B. Bixel
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 Blaine Bixel was a registered financial professional .
Ronald is a previously registered financial professional and started their career in finance in 1970. Ronald had worked at 6 firms and has passed the Series 63, SIE and Series 1 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
April 19, 2016 - September 5, 2019
KESTRA ADVISORY SERVICES, LLC
May 18, 2015 - September 22, 2016
KESTRA INVESTMENT SERVICES, LLC
May 18, 2015 - September 5, 2019
KESTRA INVESTMENT SERVICES, LLC
February 10, 2005 - May 18, 2015
VALMARK ADVISERS, INC.
July 27, 1999 - May 18, 2015
VALMARK SECURITIES, INC.
June 9, 1994 - July 27, 1999
WALNUT STREET SECURITIES, INC.
July 24, 1970 - June 15, 1994
NEW ENGLAND SECURITIES
Primary Firm SEC Registration
KESTRA ADVISORY SERVICES, LLC
CRD#: 283330 / SEC#: 801-56126
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
Series 1
Date: 7/18/1970
Registered Representative ExaminationCurrent Firm
KESTRA ADVISORY SERVICES, LLC
CRD#: 283330 / SEC#: 801-56126
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 155,482 |
| AUM (Assets Under Management) | $ 60,174,309,829 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/01/2025 | ||
| 12/23/2024 | ||
| 10/20/2023 |
Red Flags
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