Ronald Robert Fredette

Employer firm

Elevated Capital Advisors, LLC CRD 226721

$499M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2002 → Present
  Fredette Insurance Services
  Dover, NH

Other Businesses

ALLIANZ, 5701 GOLDEN HILLS DR., MINNEAPOLIS, MN 55416, INS., BROKER, 5 HRS./MTH., 3-11% COMMISSION; LINCOLN HERRITAGE, 4343 EAST CAMELBACK, STE. 400, PHOENIX, AZ 85018, INS., BROKER, 20 HRS./MTH., 65-95% COMMISSION; AMERICAN REPUBLIC, PO BOX 795, WHITE RIVER JCT., VT, INS., BROKER, 2-5 HRS./MTH., 10-20% COMMISSION; FIRST COLONY, PO BOX 795, WHITE RIVER JCT., VT, INS., BROKER, 8 HRS./MTH., 80-96% COMMISSION; JOHN ALDEN, INSURANCE BROKER, 04/2003-PRES., 10 HRS./MTH., COMMISSIONS/RENEWALS, HEALTH INS. SALES; ANTHEM BLUE CROSS, MANCHESTER, NH, INSURANCE BROKER, 02/2003-PRES., 10 HRS./MTH., COMMISSIONS/RENEWALS, HEALTH INS;

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-11-25
• S63 Uniform Securities Agent State Law Examination
  2002-02-01

Other Names

• Ronald R Fredette