Ronald C. Verbeck

WEALTH PLANNING GROUP

Liberty Hill, TX

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CRD#: 2349217

Professional summary

Ronald Christopher Verbeck, CFP®, who also goes by Chris Verbeck, R Christopher Verbeck, is a registered financial advisor currently at WEALTH PLANNING GROUP, INC. located in Liberty Hill, Texas and RCV FINANCIAL SERVICES located in Valencia, California.

Ronald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Ronald has worked at 7 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chris Verbeck | R Christopher Verbeck

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.

1.) WEALTH PLANNING GROUP, INC.; INVESTMENT RELATED; 25152 SPRINGFIELD CT STE 345 VELENCIA, CA 91355; RIA; PRESIDENT/CCO; START DATE: 02/2007; APPROX 120 HRS/MO; 2.) RCV FINANCIAL SERVICES; INVESTMENT RELATED; 25152 SPRINGFIELD CT STE 345 VELENCIA, CA 91355; RIA; OWNER; START DATE: 04/1998 3.) LIFE INSURANCE AGENET; NOT INVESTMENT RELATED; 25152 SPRINGFIELD CT STE 345 VELENCIA, CA 91355; LIFE, HEALTH INSURANCE; SALES AGENT; START DATE: 08/1993; APPROX 28 HRS/MO

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ronald Christopher Verbeck'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: 2002

Experience

Current

March 30, 2010 - Present

WEALTH PLANNING GROUP, INC.

RIA

CRD#: 143222

Liberty Hill, TX

Current

August 19, 2019 - Present

RCV FINANCIAL SERVICES

Office #1: 25152 Springfield Court Suite 345, Valencia, CA 91355

RIA

CRD#: 111954

VALENCIA, CA

Past

January 3, 2012 - December 31, 2018

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

VALENCIA, CA

Past

April 27, 2010 - December 31, 2011

LPL FINANCIAL LLC

RIA

CRD#: 6413

VALENCIA, CA

Past

December 11, 2009 - July 16, 2010

STRATEGIC WEALTH ADVISORS GROUP

RIA

CRD#: 140977

VALENCIA, CA

Past

September 8, 2009 - December 18, 2009

LPL FINANCIAL LLC

RIA

CRD#: 6413

VALENCIA, CA

Past

September 8, 2009 - December 31, 2011

LPL FINANCIAL LLC

CRD#: 6413

VALENCIA, CA

Past

April 27, 2009 - September 8, 2009

ASSOCIATED SECURITIES CORP.

RIA

CRD#: 12969

VALENCIA, CA

Past

April 27, 2009 - September 8, 2009

ASSOCIATED SECURITIES CORP.

CRD#: 12969

BOSTON, MA

Past

May 3, 1993 - May 14, 2009

OSAIC WEALTH, INC.

CRD#: 23131

VALENCIA, CA

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

California
(3/30/2010)

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

State Security Law Exam

Series 63

Date: 5/7/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/9/1995

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 4/30/1993

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/29/1995

General Securities Principal Examination

Current Firm

WEALTH PLANNING GROUP, INC.

CRD#: 143222 / SEC#:

California

Registered Investment Advisory firm - (4/18/2007 Approved)

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Contact information

Main Address

25152 Springfield Court Suite 345, Valencia, CA 91355

Mailing Address

Phone number

(661) 259-5559

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	162
AUM (Assets Under Management)	$ 46,666,533

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Ronald C. Verbeck

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ronald Christopher Verbeck's CRS (Customer Relationship Summary).

Certified licenses

Experience

RCV FINANCIAL SERVICES

PURSHE KAPLAN STERLING INVESTMENTS

LPL FINANCIAL LLC

STRATEGIC WEALTH ADVISORS GROUP

LPL FINANCIAL LLC

LPL FINANCIAL LLC

ASSOCIATED SECURITIES CORP.

ASSOCIATED SECURITIES CORP.

OSAIC WEALTH, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 5/7/1993

SIE

Date: 10/1/2018

Series 7

Date: 2/9/1995

Series 6

Date: 4/30/1993

Series 24

Date: 3/29/1995

Current Firm

WEALTH PLANNING GROUP, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WEALTH PLANNING GROUP, INC.

TRUST BUT VERIFY

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