Ronald W. Manning

EGGERT FINANCIAL MANAGEMENT

Evergreen, CO 80439

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CRD#: 4493368

Professional summary

Ronald William Manning II, who also goes by Bill Manning, Ronald William Manning Jr, Ronald William Manning Mr., is a registered financial advisor currently at EGGERT FINANCIAL MANAGEMENT, INC. located in Evergreen, Colorado and FARTHER located in Evergreen, Colorado.

Ronald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Ronald has worked at 4 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bill Manning | Ronald William Manning Jr | Ronald William Manning Mr.

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.

1) MANNING FINANCIAL ADVISORS, LLC., (JULY, 2011)32065 CASTLE CT, STE 300, EVERGREEN, CO 80439; INVESTMENT ADVICE AND FINANCIAL SALES, MANAGING MEMBER, 80 HOURS PER MONTH, ALL DURING TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ronald William Manning II'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

January 15, 2018 - Present

EGGERT FINANCIAL MANAGEMENT, INC.

Office #1: 32065 Castle Ct Suite 300, Evergreen, CO 80439

RIA

CRD#: 112025

Evergreen, CO

Current

August 14, 2025 - Present

FARTHER

RIA

CRD#: 302050

Evergreen, CO

Past

August 2, 2011 - November 1, 2017

EGGERT FINANCIAL MANAGEMENT, INC.

RIA

CRD#: 112025

CENTENNIAL, CO

Past

June 14, 2011 - January 2, 2018

COLORADO FINANCIAL SERVICE CORPORATION

CRD#: 104343

EVERGREEN, CO

Past

March 15, 2002 - June 13, 2011

MCL FINANCIAL GROUP, INC.

CRD#: 41180

EVERGREEN, CO

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".

FARTHER

CRD#: 302050 / SEC#: 801-116721

RIA

Registered Investment Advisory firm - (7/19/2019 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

Colorado
(1/15/2018)

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

IAR

Series 66

Date: 12/12/2011

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 1/2/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/14/2002

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 5/6/2009

General Securities Principal Examination

Current Firm

FARTHER

CRD#: 302050 / SEC#: 801-116721

RIA

Registered Investment Advisory firm - (7/19/2019 Approved)

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Contact information

Main Address

345 California Street Suite 600, San Francisco, CA 94104

Mailing Address

Phone number

(628) 246-8004

Established

Firm type

Fiscal year end

# of Employees

275

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

APPENDIX 1 (8/11/2025)

FORM ADV PART 2A (8/11/2025)

Regulatory assets under management

Total Number of Accounts	24,245
AUM (Assets Under Management)	$ 7,523,810,877

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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Firm Stability Insights

Ronald W. Manning

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ronald William Manning II's CRS (Customer Relationship Summary).

Certified licenses

Experience

FARTHER

EGGERT FINANCIAL MANAGEMENT, INC.

COLORADO FINANCIAL SERVICE CORPORATION

MCL FINANCIAL GROUP, INC.

Primary Firm SEC Registration

FARTHER

State Registrations and Notice Filings

Exams

Series 66

Date: 12/12/2011

SIE

Date: 1/2/2018

Series 7

Date: 3/14/2002

Series 24

Date: 5/6/2009

Current Firm

FARTHER

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FARTHER

TRUST BUT VERIFY

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