Advisor at Van Grouw Advisors, LLC
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
Van Grouw Advisors, LLC
Location
Bluffton, SC 29910
Credentials
Series 63, Series 65
Industry experience
11 years
Ronald Woernle Sr. is a financial advisor at Van Grouw Advisors, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Royal Fund Management, LLC. Outside of his advisory role, he is the owner and insurance agent of Woernle Wealth Management, LLC, where he is involved in insurance sales. Van Grouw Advisors, LLC provides discretionary asset and portfolio management services to individuals, high-net-worth clients, trusts, and estates. The firm employs a combination of fundamental and technical analysis and supports various strategies, including derivatives and margin use, with regular portfolio reviews and ongoing monitoring.
Based on Van Grouw Advisors, LLC
$0 - $1,000,000: 1.00% annually Over $1,000,000+: Negotiable
Investment Advisor Representatives receive external compensation for the sale of securities as registered representatives of a broker-dealer.
29 Plantation Park Drive, Suite 804
Bluffton, SC 29910
South Carolina
Van Grouw Advisors, LLC
2020 - Present (6 years)
Royal Fund Management, LLC
2013 - 2018 (5 years)
Woernle Wealth Management, Llc
2013 - Present (13 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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
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.
Series 65
Bluffton, SC
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Series 65
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Series 63, Series 65
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Series 63, Series 65
Hilton Head Island, SC
Greenside Financial, Ltd
CFA®
Hilton Head, SC
Williams Market Analytics LLC
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