Ronald Dean Strobel
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Investment Management
- Tax Planning
- Retirement Planning
- Financial Planning
- Social Security & Medicare Planning
Specializations
Other Aliases
Ronald Dean Strobel, Ron Strobel
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures on record.
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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Credentials
Years of Experience
12 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
RETIRE SENSIBLY LLC
Contact Information
Main Address
135 E. Calderwood Dr. Suite 120, Office #6, Meridian, ID 83642Mailing Address
Po Box 3053, Nampa, ID 83653-3053Phone Number
(208) 795-3446# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
374AUM (Assets Under Management)
$58,256,614Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Ronald Dean Strobel's CRS (Customer Relationship Summary).
Services Offered by Ronald
- Investment Management
- Tax Planning
- Retirement Planning
- Financial Planning
- Social Security & Medicare Planning
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