RS
Ronald A. Sneller
BROOKSTONE WEALTH ADVISORS
Clarkston, MI 48346
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CRD#: 7272628
RS
Professional summary
Ronald Anthony Sneller JR., who also goes by Ron Sneller, is a registered financial advisor currently at BROOKSTONE WEALTH ADVISORS, LLC located in Clarkston, Michigan.
Ronald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Ronald has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ron Sneller
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.
CHERY BLUE PROPERTIES, LLC; 5016 BORDEAUX DR, CLARKSTON, MI 48348; OWNER; STARTED 11/2019; 2 HOURS/MONTH DEVOTED; 0 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; RENTAL PROPERTY. SNELLER FINANCIAL SERVICES, LLC; INVESTMENT ADVISORY, INSURANCE AND CONSULTING; OWNER; STARTED O1/2020; 160 HOURS/MONTH DEVOTED; ALL HOURS DEVOTED DURING SECURITIES TRADING HOURS; OFFER INVESTMENT ADVISORY SERVICES AND SALE OF INSURANCE PRODUCTS. DALLAS VALLEY RANCH, 5016 BORDEAUX DR. CLARKSTON, MI 48348, INVESTOR, PROVIDE CAPITAL, GENERAL PARTNERS HAVE PURCHASED APARTMENT, ARE FIXING UP, RAISING RENTS, AND TARGET GOAL ISA TO SELL WITHIN 5 YEARS FOR PROFIT, START DATE 10/11/23 CHERRY BLUE TRANSCATIONS, LLC, 5016 BORDEAUX DR. CLARKSTON, MI 48348, OWNER, BITCOIN ATMS, CASH ATMS, VENDING MACHINES, 5-10 HOURS A MONTH, START DATE 11/09/23, RECIVE FEES FROM TRANSCATIONS
CRS (Client Relationship Summary) - RIA
Click below to view Ronald Anthony Sneller 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®
NoneExperience
Current
July 1, 2020 - Present
BROOKSTONE WEALTH ADVISORS, LLC
Office #1: 5825 South Main St Suite 203, Clarkston, MI 48346RIA
CRD#: 137658
Clarkston, MI
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".
BW
BROOKSTONE WEALTH ADVISORS, LLC
BROOKSTONE WEALTH ADVISORS, LLC | RWA, INC | RETIREMENT WEALTH ADVISORS, LLC | RETIREMENT WEALTH ADVISORS, INC. | RETIREMENT RESOURCES | FORMULAFOLIO INVESTMENT STRATEGIES
CRD#: 137658 / SEC#: 801-67628
RIA
Registered Investment Advisory firm - (3/16/2007 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
Michigan(7/1/2020)
Current Firm
BW
BROOKSTONE WEALTH ADVISORS, LLC
BROOKSTONE WEALTH ADVISORS, LLC | RWA, INC | RETIREMENT WEALTH ADVISORS, LLC | RETIREMENT WEALTH ADVISORS, INC. | RETIREMENT RESOURCES | FORMULAFOLIO INVESTMENT STRATEGIES
CRD#: 137658 / SEC#: 801-67628
RIA
Registered Investment Advisory firm - (3/16/2007 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1745 S Naperville Rd Suite 200, Wheaton, IL 60189
Mailing Address
Phone number
(630) 653-1400
Established
Firm type
Fiscal year end
# of Employees
244
SEC notice filing (52 States and Territories)
Documents
Red Flags
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