Ron Thompson

About Ron Thompson

Ron has been in the financial services industry for over 21 years. He began his career in retail banking where he managed offices and took care of client savings and lending needs. In he discovered his passion for helping clients work towards their investment and financial planning goals. Today he continues to provide strategies, professional experience and knowledge to work for the benefit of the client. He holds his MI Insurance License, as well as, his Series 7, 6, 63, and 66 registrations with LPL Financial. Ron Thompson maintains two strong associations. First, he enjoys securities oversight, financial planning and technology supported through LPL Financial, the largest independent broker dealer* in the nation. Financial advisors backed by LPL Financial have become a leading source of objective advice for accumulating and managing personal wealth. Secondly, Ron is an active member of a prestigious and large regional network of America Group Retirement Strategy Centers. Service team members, both local and regionally, are skilled, knowledgeable, and focused on serving clients with dedication and distinction.*As reported by Financial Planning Magazine, June 19••••20, based on total revenue. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial Representative associated with this page may only discuss and transact business with residents of MI. Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to \"Contact Info\" section above.

Experience

1. Wealth Planner

   America Group Retirement Strategy Centers

   May 2016 — Present · Macomb, MI, US

   One of the most important decisions you can make is to seek the advice of a trusted, qualified advisor. For this important partnership, you need a trained professional who sees your total financial picture-someone who can help you define your life goals, establish the right financial plan, provide strategies focused on your needs, and help you stay on track.As an Independent Wealth Advisor, I provide customized needs based investment guidance and advice to individuals, small business owners and municipal clients. Referrals are the cornerstone of my business success. I rely on satisfied clients and friends as my primary source of new business. Your referrals are both welcome and most sincerely appreciated!

Education

• Liberty University

  Bachelor’s Degree, Business Administration and Management, General

  2012 — 2018

Skills

• Investment Strategies
• Wealth Accumulation
• Personal Financial Planning
• Series 6
• Financial Services
• 401k
• Roth Ira
• Securities
• Financial Advisory
• Retirement Planning
• 401k Rollovers
• Credit
• Insurance
• Separately Managed Accounts
• Risk Management
• Financial Goals
• Etfs
• Fixed Annuities
• Mutual Funds
• Finance
• Qualified Retirement Plans
• Series 65
• Financial Planners
• Uniform Combined State Law
• Series 7
• Investments
• Wealth
• Asset Allocation
• Investment Advisory
• Retirement
• Iras
• Finra
• Series 63
• Long-Term Care
• Estate Planning
• Wealth Management
• Financial Analysis
• Banking
• Retirement Plan Consulting
• Portfolio Management