Ronald Kent Haller

Employer firm

Richmark Private Wealth Management CRD 290854

$61.1M regulatory AUM 94 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• SUB-ADVISER SERVICES FOR OTHER INVESTMENT ADVISERS

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

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

Current Employers

Employment History

• 07/2002 → Present
  Haller Financial Group, Llc
  Troy, MI
• 06/2008 → 02/2024
  Usa Financial Securities Corporation
  Ada, MI
• 02/1986 → Present
  Self
  Troy, MI
• 02/2024 → Present
  Richmark Private Wealth Management
  Frankenmuth, MI

Previous Registrations

• 2010-06-17 → 2024-02-01
  Usa Financial Securities Llc
  Troy, MI
  Ada, MI
  Troy, MI
  Troy, MI
  Port Huron, MI
  Troy, MI
  Troy, MI

Other Businesses

1.) HALLER FINANCIAL GROUP, LLC; INVESTMENT-RELATED; 1450 LONG LAKE RD STE 365, TROY, MI 48098. STARTED 08/2008. THE SALE OF LIFE/HEALTH INSURANCE PRODUCTS AND ANNUITIES FOR COMMISSIONS; 60 HRS/MO 2.) STRATEGIC GROWTH; NON-INVESTMENT RELATED; TROY, MI; BUSINESS COACHING FIRM THAT MARKETS TO SMALL BUSINESSES; 20 HRS/WK

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-05-11
• S63 Uniform Securities Agent State Law Examination
  2008-07-30

Other Names

• Ron Haller