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RD

Ronald R. Demers

MADISON PARTNERS
SCOTTSDALE, AZ 85260
Some features on this profile are disabled
CRD#: 4846670
RD

Professional summary

Ronald Richard Demers JR, who also goes by Ron R Demers Jr., Ronald R Demers Jr, Ronald Richard Demers, Ronald Demers, Ronnie Demers, is a registered financial advisor currently at MADISON PARTNERS located in Scottsdale, Arizona.

Ronald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Ronald has worked at 7 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Ron R Demers Jr. | Ronald R Demers Jr | Ronald Richard Demers | Ronald Demers | Ronnie Demers

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 Richard Demers JR'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

October 3, 2025 - Present

MADISON PARTNERS

Office #1: 8936 E Shangri La Rd, Scottsdale, AZ 85260
RIA
CRD#: 305824
SCOTTSDALE, AZ
Past

March 4, 2021 - August 9, 2025

ROBERT W. BAIRD & CO. INCORPORATED

RIA
CRD#: 8158
SCOTTSDALE, AZ
Past

March 4, 2021 - August 9, 2025

ROBERT W. BAIRD & CO. INCORPORATED

BD
CRD#: 8158
SCOTTSDALE, AZ
Past

July 19, 2018 - March 15, 2021

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
SCOTTSDALE, AZ
Past

June 27, 2018 - March 15, 2021

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
SCOTTSDALE, AZ
Past

May 10, 2017 - November 2, 2017

TANDEM WEALTH ADVISORS

RIA
CRD#: 157794
PHOENIX, AZ
Past

October 10, 2006 - December 31, 2008

TRANSAMERICA FINANCIAL ADVISORS, INC.

BD
CRD#: 3600
PHOENIX, AZ
Past

September 22, 2004 - April 10, 2006

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

September 22, 2004 - April 10, 2006

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA

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".
MP
MADISON PARTNERS
MADISON PARTNERS | MADISON WEALTH PARTNERS, INC. | MADISON PARTNERS LLC

CRD#: 305824 / SEC#: 801-118168

RIA
Registered Investment Advisory firm - (3/4/2020 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
Arizona
(10/3/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 7/24/2018
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 5/9/2017
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/27/2018
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 9/21/2004
Investment Company Products/Variable Contracts Representative Examination

Current Firm

MP
MADISON PARTNERS
MADISON PARTNERS | MADISON WEALTH PARTNERS, INC. | MADISON PARTNERS LLC

CRD#: 305824 / SEC#: 801-118168

RIA
Registered Investment Advisory firm - (3/4/2020 Approved)
PREMIUM
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Contact information

Main Address
1502 W Broadway Suite 301, Madison, WI 53713
Mailing Address
Phone number
(608) 210-1021
Established
Firm type
Fiscal year end
# of Employees
17

SEC notice filing (20 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

MADISON PARTNERS DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (1/5/2026)

Regulatory assets under management

Total Number of Accounts6,213
AUM (Assets Under Management)$ 1,303,110,029

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

MADISON PARTNERS

CRD#: 305824Scottsdale, AZ 85260

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