RK
Ron S. Kirkpatrick
ACCELERATE RETIREMENT
Snohomish, WA
Some features on this profile are disabled
CRD#: 4090449
RK
Professional summary
Ron Scott Kirkpatrick is a registered financial advisor currently at ACCELERATE RETIREMENT located in Snohomish, Washington.
Ron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Ron has worked at 6 firms and has passed the Series 66, Series 63, Series 65, 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.
Business Name: Liberty Benefits Group, LLC, LBG Advisors, LLC Investment Related: Yes Address: 4100 194th ST SW STE 380 Lynnwood WA 98036 Nature of Business: Insurance; Other Back Office Operations; Other/None of the Above Group Benefits and Health Insurance Consultant Broker Position, Title or Relationship: Owner Start Date: 9/1/2003 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Oversee operations, assist in sales and service Business Name: RON KIRKPATRICK POSITION: Head Varsity Coach NATURE: Basketball Coach for high school team INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 15 START DATE: 05/01/2021 ADDRESS: 16300 112th Ave NE, Bothell WA 98011 DESCRIPTION: Running practices with team, coaching during games.
CRS (Client Relationship Summary) - RIA
Click below to view Ron Scott Kirkpatrick'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®
NoneExperience
Current
January 7, 2025 - Present
ACCELERATE RETIREMENT
RIA
CRD#: 325859
Snohomish, WA
Past
April 19, 2016 - December 31, 2024
KESTRA ADVISORY SERVICES, LLC
RIA
CRD#: 283330
LYNNWOOD, WA
Past
May 22, 2007 - September 22, 2016
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
Snohomish, WA
Past
May 22, 2007 - December 31, 2024
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
Snohomish, WA
Past
August 15, 2006 - June 12, 2007
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
LYNNWOOD, WA
Past
July 7, 2006 - June 12, 2007
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
LYNNWOOD, WA
Past
June 8, 2000 - March 26, 2002
CIBC WORLD MARKETS CORP.
BD
CRD#: 630
NEW YORK, NY
Past
January 5, 2000 - June 6, 2000
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
NEWARK, NJ
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".
AR
ACCELERATE RETIREMENT
ACCELERATE INVESTMENT ADVISORS LLC | TOTAL BENEFITS CA | SJE RETIREMENT | SAPERS & WALLACK | OMNI 360 RETIREMENT CONSULTING | MOGUL WEALTH STRATEGIES | FRIEDRICH FINANCIAL | FIDUCIARY BENEFITS GROUP | CYPRESS BENEFIT SOLUTIONS | COLLABORATIVE FINANCIAL GROUP | AXIAL BENEFITS GROUP | ASSOCIATED BUILDERS AND CONTRACTORS | ALKEME FINANCIAL SERVICES | ACCELERATE RETIREMENT
CRD#: 325859 / SEC#: 801-127772
RIA
Registered Investment Advisory firm - (4/28/2023 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
Washington(1/7/2025)
Exams
State Security Law Exam
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
AR
ACCELERATE RETIREMENT
ACCELERATE INVESTMENT ADVISORS LLC | TOTAL BENEFITS CA | SJE RETIREMENT | SAPERS & WALLACK | OMNI 360 RETIREMENT CONSULTING | MOGUL WEALTH STRATEGIES | FRIEDRICH FINANCIAL | FIDUCIARY BENEFITS GROUP | CYPRESS BENEFIT SOLUTIONS | COLLABORATIVE FINANCIAL GROUP | AXIAL BENEFITS GROUP | ASSOCIATED BUILDERS AND CONTRACTORS | ALKEME FINANCIAL SERVICES | ACCELERATE RETIREMENT
CRD#: 325859 / SEC#: 801-127772
RIA
Registered Investment Advisory firm - (4/28/2023 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
120 Vantis Dr., Suite 330, Aliso Viejo, CA 92656
Mailing Address
Phone number
(888) 439-7071
Established
Firm type
Fiscal year end
# of Employees
39
SEC notice filing (22 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 704 |
| AUM (Assets Under Management) | $ 242,848,720 |
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.
