Ronald Anthony Roberts

Employer firm

Wealthcare Asset Management, LLC CRD 170382

$211M regulatory AUM

Reported services (Item 5G)

Portfolio management (individuals)
Selection of other advisers
SUB-ADVISORY SERVICES

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

Current Employers

Wealthcare Asset Management, Llc

2847 S. Ingram Mill Road Suite B102, Springfield, MO 65804 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED_RES	2022-01-19

CA RA
APPROVED_RES

Since 2022-01-19

Branch Locations

2847 S. Ingram Mill Road Suite B102, Springfield, MO 65804 • United States

11992 Ca 88 Suite 2040, Jackson, CA 95642 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Roberts Retirement Group	Jackson	CA	01/1990	Present
Wealthcare Asset Management, Llc	Springfield	MO	01/2022	Present

01/1990 → Present

Roberts Retirement Group

Jackson, CA
01/2022 → Present

Wealthcare Asset Management, Llc

Springfield, MO

Other Businesses

ROBERTS RETIREMENT GROUP; INV-RELATED; INSURANCE AGENT; JACKSON, CA; INSURANCE SALES AND SERVICES; START 1990; 200 HRS/MO; 120 HRS DURING SECURITIES TRADING.

Employer firm

Current Employers

Wealthcare Asset Management, Llc

Disclosures

Employment History

Other Businesses

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