Ronald H. Muhlenkamp

MUHLENKAMP & CO

WEXFORD, PA 15090-8317

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CRD#: 342176

Professional summary

Ronald Henry Muhlenkamp is a registered financial advisor currently at MUHLENKAMP & CO INC located in Wexford, Pennsylvania.

Ronald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Ronald has worked at 1 firm and has passed the Series 63, Series 6 and Series 26 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ronald Henry Muhlenkamp's CRS (Customer Relationship Summary).

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

July 8, 1991 - Present

MUHLENKAMP & CO INC

Office #1: 3000 Stonewood Dr., Ste. 310, Wexford, PA 15090-8317

RIA

CRD#: 110787

WEXFORD, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MUHLENKAMP & CO INC

CRD#: 110787 / SEC#: 801-16476

RIA

Registered Investment Advisory firm - (10/8/1981 Approved)

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

Pennsylvania
(7/8/1991)

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: 3/23/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 4/4/1995

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 5/30/1995

Investment Company Products/Variable Contracts Principal Examination

Current Firm

MUHLENKAMP & CO INC

CRD#: 110787 / SEC#: 801-16476

RIA

Registered Investment Advisory firm - (10/8/1981 Approved)

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Contact information

Main Address

5000 Stonewood Drive Suite 300, Wexford, PA 15090-8395

Mailing Address

Phone number

(724) 935-5520

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MUHLENKAMP & COMPANY INC BROCHURE ADV PART 2A (9/4/2025)

Regulatory assets under management

Total Number of Accounts	105
AUM (Assets Under Management)	$ 415,187,589

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.

Contact information

xxxxx@xxxx.xxx

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Ronald H. Muhlenkamp

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ronald Henry Muhlenkamp's CRS (Customer Relationship Summary).

Certified licenses

Experience

MUHLENKAMP & CO INC

Primary Firm SEC Registration

MUHLENKAMP & CO INC

State Registrations and Notice Filings

Exams

Series 63

Date: 3/23/1994

Series 6

Date: 4/4/1995

Series 26

Date: 5/30/1995

Current Firm

MUHLENKAMP & CO INC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MUHLENKAMP & CO INC

TRUST BUT VERIFY

Contact information

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