AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
RR

Ronald T. Rimkus

Some features on this profile are disabled
CRD#: 4365872
RR

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Ronald Terrence Rimkus, CFA, who also goes by Ron Rimkus, Ronald Terrence Rimkus, Ronald T Rimkus, was a registered financial professional .

Ronald is a previously registered financial professional and started their career in finance in 2001. Ronald had worked at 5 firms .

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Ron Rimkus | Ronald Terrence Rimkus | Ronald T Rimkus

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.
Life Insurance - Agent - 05/2019 - 12508 Pawleys Mill Circle Raleigh, NC 27614 - Investment Related - 20 Hours/Week - Selling Insurance Products and Services Alterian Capital - CIO - 09/2019 - 12508 Pawleys Mill Circle Raleigh, NC 27614 - Investment Related - 20 Hours/Week - Family Office,

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFA

Experience


Past

April 28, 2025 - September 16, 2025

MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY

RIA
CRD#: 123322
Wake Forest, NC
Past

September 7, 2021 - March 1, 2024

5 POINTS WEALTH

RIA
CRD#: 316183
RALEIGH, NC
Past

January 5, 2021 - September 3, 2021

LASALLE ST. INVESTMENT ADVISORS, L.L.C.

RIA
CRD#: 109701
Raleigh, NC
Past

February 16, 2006 - November 24, 2009

BB&T ASSET MANAGEMENT, INC.

RIA
CRD#: 108443
RALEIGH, NC
Past

November 9, 2001 - January 10, 2006

MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.

RIA
CRD#: 111135
CHICAGO, IL

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".
MO
MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY
MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY

CRD#: 123322 / SEC#: 801-101544

RIA
Registered Investment Advisory firm - (7/31/2015 Approved)
Pennsylvania
Registered Investment Advisory firm - (11/4/2015 Terminated)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


Current Firm


MO
MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY
MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY

CRD#: 123322 / SEC#: 801-101544

RIA
Registered Investment Advisory firm - (7/31/2015 Approved)
Pennsylvania
Registered Investment Advisory firm - (11/4/2015 Terminated)
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
940 Century Drive Suite B, Mechanicsburg, PA 17055-4376
Mailing Address
Phone number
(717) 790-9001
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (3 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MOSAIC ADV PART 2A ANNUAL AMENDMENT V.02.10.25 (2/10/2025)

Regulatory assets under management


Total Number of Accounts701
AUM (Assets Under Management)$ 340,449,686

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


MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY

CRD#: 123322

TRUST BUT VERIFY

Monitor Ronald Rimkus

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.