Ronda L Koehler
CFP®Professional Summary
Ronda L Koehler, CFP®, who also goes by Ronda Altman, Ronda Nickloes, is a registered financial advisor currently at BLUESPRING WEALTH MANAGEMENT, LLC located in Cincinnati, Ohio. Ronda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Ronda has worked at 5 firms and has passed the Series 66, Series 62 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Education Funding
- Cashflow & Budgeting
- Financial Planning
- Estate & Legacy Planning
- Investment Management
Specializations
Biography
Ronda Koehler has been a NAPFA Registered Financial Advisor since 2005. She has been a Financial Advisor with Ritter Daniher Financial Advisory, LLC from 2000 until now. Ronda was one of the co-chairs of the 2008 NAPFA National Conference held in Long Beach, CA. She served in this capacity along with RDFA principals John Ritter and Jeff Daniher. Ronda has been integral in launching one of the three Greater Cincinnati financial advisor study groups, and...
Other Aliases
Ronda Altman, Ronda Nickloes
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Videos & Posts
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
27 years in the financial services industry
Current & Past Employments
Current
Past
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Current Firm
BLUESPRING WEALTH | VECTOR WEALTH MANAGEMENT, LLC | VECTOR WEALTH MANAGEMENT | STONE SUMMIT CAPITAL | SNS FINANCIAL GROUP, LLC | BLUESPRING WEALTH MANAGEMENT, LLC
Contact Information
Main Address
5707 Southwest Parkway Bldg 2 Ste 401, Austin, TX 78735Phone Number
(737) 443-2122# of Employees
64SEC notice filing (31 States and Territories)
Registered to provide investment advisory services in 31 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
10,596AUM (Assets Under Management)
$5,430,907,207Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
BLUESPRING WEALTH | VECTOR WEALTH MANAGEMENT, LLC | VECTOR WEALTH MANAGEMENT | STONE SUMMIT CAPITAL | SNS FINANCIAL GROUP, LLC | BLUESPRING WEALTH MANAGEMENT, LLC
State Registrations and Notice Filings
(6/18/2026)
(6/18/2026)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 62 — Corporate Securities Limited Representative Examination
Passed May 2000Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Feb 1999About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Ronda L Koehler's CRS (Customer Relationship Summary).
Services Offered by Ronda
- Education Funding
- Cashflow & Budgeting
- Financial Planning
- Estate & Legacy Planning
- Investment Management
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