Ronald Allen Schley

Employer firm

Independent Financial Group, LLC CRD 7717

$12.9B regulatory AUM 301 advisory clients

Reported services (Item 5G)

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

• 11/2014 → Present
  Independent Financial Group
  Hancock, MN

Previous Registrations

• 2012-01-10 → 2014-12-31
  Resource Horizons Investment Advisory, Inc.
  Hancock, MN
• 2008-01-03 → 2011-12-31
  Partnervest Advisory Services Llc
  Hancock, MN
  Santa Barbara, CA

Other Businesses

(1) RETIREMENT SOLUTIONS POSITION: Officer/Director NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 80 START DATE: 11/02/2020 ADDRESS: 1735 Highway 12, Two Harbors MN 55616, United States DESCRIPTION: 100% OWNER OF DBA RETIREMENT SOLUTIONS USED FOR MARKETING PURPOSES. (2) INSURANCE POSITION: Agent/Representative NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 11/01/2017 ADDRESS: 1735 Highway 12, Two Harbors MN 55616, United States DESCRIPTION: MN INSURANCE AGENT OFFERING SALES OF VARIOUS INSURANCE PRODUCTS.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-10-26
• S63 Uniform Securities Agent State Law Examination
  1992-04-24

Designations

• Chartered Financial Consultant

Other Names

• Ron Schley