Ronald D. Strobel

RETIRE SENSIBLY LLC

Meridian, ID 83642

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CRD#: 6261769

Professional summary

Ronald Dean Strobel, CFP®, who also goes by Ron Strobel, is a registered financial advisor currently at RETIRE SENSIBLY LLC located in Meridian, Idaho.

Ronald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Ronald has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

What are your service offerings?

Investment Planning

Tax Planning

Retirement Planning

Comprehensive Financial Planni...

Social Security Planning

Do you have an area of expertise or specialization?

Baby Boomers

Investment Advice with Ongoing...

Millennials

Retirement Planning & Distribu...

Unmarried Couples

Women's Financial Planning Iss...

Are you a "fiduciary"?

Yes

Aliases

Ron Strobel

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 Dean Strobel'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: 2018

Experience

Current

June 11, 2018 - Present

RETIRE SENSIBLY LLC

Office #1: 135 E. Calderwood Dr. Suite 120, Office #6, Meridian, ID 83642

RIA

CRD#: 292828

Meridian, ID

Past

June 24, 2015 - April 16, 2018

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

MUKILTEO, WA

Past

January 16, 2014 - April 16, 2018

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

MUKILTEO, WA

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

Idaho
(7/2/2018)

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 65

Date: 6/10/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/7/2014

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 4/16/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/16/2014

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 2/24/2015

General Securities Principal Examination

Current Firm

RETIRE SENSIBLY LLC

CRD#: 292828 / SEC#:

Idaho

Registered Investment Advisory firm - (7/2/2018 Approved)

Washington

Registered Investment Advisory firm - (9/2/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

135 E. Calderwood Dr. Suite 120, Office #6, Meridian, ID 83642

Mailing Address

Po Box 3053, Nampa, ID 83653-3053

Phone number

(208) 795-3446

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	321
AUM (Assets Under Management)	$ 42,831,612

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.

Contact information

(xxx) xxx-xxxx

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Ronald D. Strobel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ronald Dean Strobel's CRS (Customer Relationship Summary).

Certified licenses

Experience

RETIRE SENSIBLY LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 6/10/2015

Series 63

Date: 3/7/2014

SIE

Date: 4/16/2018

Series 7

Date: 1/16/2014

Series 24

Date: 2/24/2015

Current Firm

RETIRE SENSIBLY LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

RETIRE SENSIBLY LLC

TRUST BUT VERIFY

Contact information

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