Ronald Ramos

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 11/2016 → 09/2025
  Avantax Investment Services, Inc.
  Frankfort, IL
• 05/1998 → 04/2026
  American Security Services Inc
  Forest Park, IL
• 04/1993 → Present
  Personalized Tax
  Frankfort, IL
• 01/2020 → 09/2022
  American Security Guard Force Inc
  Forest Park, IL
• 06/2017 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Orland Park, IL
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Frankfort, IL
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2017-03-17 → 2025-09-05
  Avantax Advisory Services
  Frankfort, IL

Other Businesses

1) Personalized Tax~'NIR'~7500 W. Windmill Dr~Frankfort~IL~60423~Accounting Services/Tax Preparation~Owner~4/1/1993~50hrs~50hrs~Prepare personal and corporate income tax returns. Complete small business accounting. 2) RAMOS WEALTH; POSITION: Owner NATURE: Avantax related website and email address. www.ramoswealth.com and Ron@RamosWealth.com INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 10 START DATE: 09/01/2022; 7500 W. Windmill Dr, Frankfort IL 60423, Avantax financial professional website. 3) STRATEGIZE WEALTH MANAGEMENT GROUP INC POSITION: Independent Contractor NATURE: Provides Financial Services. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/27/2023 ADDRESS: 10431 Louetta Lane, Orland Park IL 60467, United States DESCRIPTION: Client Meetings and Paperwork Preparation. 4) STRATEGIZE TAXES & INVESTMENTS POSITION: DBA NATURE: DBA INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/27/2023 ADDRESS: 9538 W 147th St, Orland Park IL 60462, United States DESCRIPTION: DBA

Exams

• S66 Uniform Combined State Law Examination
  2017-01-20