Ronald J. Gulaskey

RETIRE RIGHT WEALTH MANAGEMENT

MASON, OH 45040

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CRD#: 3128546

Professional summary

Ronald Joseph Gulaskey is a registered financial advisor currently at RETIRE RIGHT WEALTH MANAGEMENT located in Mason, Ohio.

Ronald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Ronald has worked at 8 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

FIVE STAR INSURANCE SOLUTIONS, LLC; INVESTMNET RELATED; OWNER/INSURNACE AGENT; 05/2005; MASON, OH; INSURNACE AND ANNUITY PRODUCT SALES; 10 HRS/MONTH DEVOTED TO ACTIVITY INCLUDING DURING MARKET HOURS. FIVE STAR TAX SOLUTIONS, LLC; NON-INVESTMENT RELATED; OWNER/TAX PREPARER; 03/2025; MASON, OH; TAX PREPARATION SERVICES; 10 HRS/MONTH DEVOTED TO ACTIVITY. FIVE STAR ESTATE PLANNING, LLC; NON-INVESTMENT RELATED; MANAGING MEMBER; 04/2025; MASON, OH; ESTATE PLANNING SERVICES; 8HRS/MONTH DEVOTED TO ACTIVITY

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ronald Joseph Gulaskey'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

May 28, 2024 - Present

RETIRE RIGHT WEALTH MANAGEMENT

Office #1: 5506 Irwin Simpson Road, Mason, OH 45040

RIA

CRD#: 324285

MASON, OH

Past

July 31, 2017 - June 5, 2024

SECURITIES AMERICA ADVISORS, INC.

RIA

CRD#: 110518

MASON, OH

Past

April 29, 2015 - June 5, 2024

SECURITIES AMERICA, INC.

CRD#: 10205

MASON, OH

Past

January 3, 2008 - January 3, 2008

NEXT FINANCIAL GROUP, INC.

CRD#: 46214

LOVELAND, OH

Past

December 1, 2006 - May 1, 2015

QUESTAR CAPITAL CORPORATION

CRD#: 43100

LOVELAND, OH

Past

February 13, 2006 - December 1, 2006

USALLIANZ SECURITIES, INC.

CRD#: 40875

LOVELAND, OH

Past

June 4, 2003 - January 18, 2006

HORACE MANN INVESTORS, INC.

CRD#: 11643

SPRINGFIELD, IL

Past

May 28, 1999 - August 6, 2002

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SMITHFIELD, RI

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

Ohio
(5/28/2024)

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: 6/21/1999

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: 5/27/1999

General Securities Representative Examination

Current Firm

RETIRE RIGHT WEALTH MANAGEMENT

RETIRE RIGHT WEALTH MANAGEMENT | RETIRE RIGHT WEALTH MANAGEMENT, LLC. | RETIRE RIGHT WEALTH MANAGEMENT, LLC

CRD#: 324285 / SEC#:

Ohio

Registered Investment Advisory firm - (12/6/2023 Approved)

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Contact information

Main Address

5506 Irwin Simpson Road, Mason, OH 45040

Mailing Address

Phone number

(513) 722-9222

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	234
AUM (Assets Under Management)	$ 48,720,196

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.

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Ronald J. Gulaskey

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ronald Joseph Gulaskey's CRS (Customer Relationship Summary).

Certified licenses

Experience

RETIRE RIGHT WEALTH MANAGEMENT

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

NEXT FINANCIAL GROUP, INC.

QUESTAR CAPITAL CORPORATION

USALLIANZ SECURITIES, INC.

HORACE MANN INVESTORS, INC.

FIDELITY BROKERAGE SERVICES LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 6/21/1999

SIE

Date: 10/1/2018

Series 7

Date: 5/27/1999

Current Firm

RETIRE RIGHT WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

RETIRE RIGHT WEALTH MANAGEMENT

TRUST BUT VERIFY

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