Ronald D. Schiel

ALOFT FINANCIAL

DOSWELL, VA

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CRD#: 4607621

Professional summary

Ronald D. Schiel JR., CFP® is a registered financial advisor currently at ALOFT FINANCIAL located in Doswell, Virginia.

Ronald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Ronald has worked at 5 firms and has passed the Series 66 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.

Owner/CPA of Northwest Tax Choices, providing tax return consulting and preparation services. Owner of Northwest Tax Strategies LLC, providing tax return consulting and preparation services. Owner Northwest Financial Choices LLC, an investment advisor registered in Washington and Virginia. Same address. Intent is to wind down Northwest Financial Choices within 12 months and close that business.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ronald D. Schiel JR.'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®

CFP^®

Certified Financial Planner

Start date: 2006

Experience

Current

July 26, 2024 - Present

ALOFT FINANCIAL

RIA

CRD#: 332450

DOSWELL, VA

Past

August 9, 2004 - July 30, 2025

NORTHWEST FINANCIAL CHOICES

RIA

CRD#: 132301

DOSWELL, VA

Past

February 12, 2004 - July 2, 2004

QUESTAR CAPITAL CORPORATION

CRD#: 43100

MINNEAPOLIS, MN

Past

January 27, 2003 - March 4, 2004

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

SEATTLE, WA

Past

January 27, 2003 - March 4, 2004

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

December 16, 2002 - March 13, 2003

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

BELLEVUE, WA

Past

December 12, 2002 - March 13, 2003

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

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

Virginia
(7/26/2024)

IAR

Washington
(1/27/2025)

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: 12/14/2002

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 12/11/2002

General Securities Representative Examination

Current Firm

ALOFT FINANCIAL

ALOFT FINANCIAL | ALOFT FINANCIAL LLC

CRD#: 332450 / SEC#:

Virginia

Registered Investment Advisory firm - (7/26/2024 Approved)

Washington

Registered Investment Advisory firm - (1/27/2025 Approved)

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Contact information

Main Address

Doswell, VA

Mailing Address

Phone number

(425) 260-4558

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	6
AUM (Assets Under Management)	$ 2,900,000

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Ronald D. Schiel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ronald D. Schiel JR.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

ALOFT FINANCIAL

NORTHWEST FINANCIAL CHOICES

QUESTAR CAPITAL CORPORATION

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/14/2002

Series 7

Date: 12/11/2002

Current Firm

ALOFT FINANCIAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ALOFT FINANCIAL

TRUST BUT VERIFY

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