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RB

Ronald G. Bristol

ADVANCED WEALTH ADVICE
MONUMENT, CO
Some features on this profile are disabled
CRD#: 2630382
RB

Professional summary

Ronald G Bristol, who also goes by Ron Bristol, Ronald George Bristol, is a registered financial advisor currently at ADVANCED WEALTH ADVICE located in Monument, Colorado.

Ronald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Ronald has worked at 7 firms and has passed the Series 66, Series 7TO, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Ron Bristol | Ronald George Bristol

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 G Bristol'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®
None

Experience

Current

March 6, 2026 - Present

ADVANCED WEALTH ADVICE

RIA
CRD#: 340145
MONUMENT, CO
Past

April 27, 2025 - January 16, 2026

THRIVENT INVESTMENT MANAGEMENT INC.

BD
CRD#: 18387
Colorado Springs, CO
Past

April 25, 2025 - January 16, 2026

THRIVENT INVESTMENT MANAGEMENT INC.

RIA
CRD#: 18387
Colorado Springs, CO
Past

January 9, 2020 - December 20, 2023

THRIVENT INVESTMENT MANAGEMENT INC.

RIA
CRD#: 18387
Colorado Springs, CO
Past

November 25, 2019 - December 20, 2023

THRIVENT INVESTMENT MANAGEMENT INC.

BD
CRD#: 18387
Colorado Springs, CO
Past

October 26, 2007 - October 26, 2017

NEW PATH CAPITAL ADVISORS

RIA
CRD#: 145041
DILLON, CO
Past

November 30, 2006 - March 7, 2007

ARAPAHO ASSET MANAGEMENT LLC

RIA
CRD#: 133944
FRISCO, CO
Past

September 26, 2006 - October 16, 2007

CENTAURUS FINANCIAL, INC.

RIA
CRD#: 30833
SILVERTHORNE, CO
Past

September 26, 2006 - October 16, 2007

CENTAURUS FINANCIAL, INC.

BD
CRD#: 30833
SILVERTHORNE, CO
Past

June 24, 2004 - September 30, 2006

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
BRECKENRIDGE, CO
Past

March 11, 1998 - July 3, 2006

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

March 11, 1998 - September 30, 2006

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
BRECKENRIDGE, CO

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
(3/6/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/9/2020
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 11/25/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/31/2019
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/10/1998
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 8/11/1998
General Securities Principal Examination

Current Firm

AW
ADVANCED WEALTH ADVICE
ADVANCED WEALTH ADVICE | BRISTOL, RONALD GEORGE

CRD#: 340145 / SEC#:

Colorado
Registered Investment Advisory firm - (3/6/2026 Approved)
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Contact information

Main Address
Monument, CO
Mailing Address
Phone number
(970) 389-2497
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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

ADVANCED WEALTH ADVICE

CRD#: 340145Monument, CO

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