Ronald Franzen (CRD# 1049600) is an Investment Advisor Representative working at Equitable Advisors, LLC in Edwardsville, IL and has over 41 years of experience in the finance industry.
CRD# 1249790
Stifel Independent Advisors, LLC
CRD# 5460684
Buckingham Strategic Wealth, LLC
CRD# 4542673
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Franzen Wealth Strategies, LLC | Edwardsville, IL | Sep 2008 - Current | 15 |
| Equitable Advisors, LLC | New York, NY | Sep 2008 - Current | 15 |
| Axa Advisors LLC | New York, NY | Sep 2008 - Jun 2020 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1982 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
- AR
- FL
- IL
- IN
- MN
- MO
- NV
- SC
- TX
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Total Assets Under Management29,776MILLIONS
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Total Number of Accounts79,686ACCOUNTS
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Average Account Value$373,668
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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