Advisor at Richmark Private Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Richmark Private Wealth Management
Location
Frankenmuth, MI 48734
Credentials
Series 63, Series 65
Industry experience
17 years
Ronald Haller is a financial advisor at RichMark Private Wealth Management with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at USA Financial Securities Corporation. He is also involved in business coaching through The Alternative Board, a fellowship of entrepreneurs. RichMark Private Wealth Management serves individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other advisers by providing portfolio management, financial planning, and consulting services. The firm customizes strategies using various analysis methods and manages accounts both directly and through third-party platforms.
Based on Richmark Private Wealth Management
Based on Richmark Private Wealth Management
Fixed fees up to $5,000 for financial planning and consulting services
$0 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.00% $3,000,001+: 0.75%
Commission-based compensation for insurance products sold by licensed insurance agents affiliated with the firm
Hourly rate up to $250 for financial planning and consulting services
Account minimum: $25,000 Fee-only: Hourly fees up to $250/hr; Fixed fees up to $5,000 for financial planning and consulting services
516 South Main Street, Suite C
Frankenmuth, MI 48734
Michigan
Richmark Private Wealth Management
2024 - Present (2 years)
USA Financial Securities Corporation
2008 - 2024 (16 years)
Haller Financial Group, LLC
2002 - Present (24 years)
SELF
1986 - Present (40 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, ChFC®, Series 63, Series 65
Bridgeport, MI
Tim Crawford CPA
Series 63, Series 65
Saginaw, MI
Kuli Capital Management
Series 63, Series 66
Frankenmuth, MI
Richmark Private Wealth Management
Series 65
Frankenmuth, MI
Richmark Private Wealth Management
Series 65
Frankenmuth, MI
Richmark Private Wealth Management
Series 63, Series 65
Frankenmuth, MI
Richmark Private Wealth Management
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