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Ronald Arthur Myers

Advisory Alpha, LLC

Holland, MI

Perrysburg, OH

CRD 5079147

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Employer firm

Advisory Alpha, LLC CRD 158282

$4.37B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Educational seminars

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

Current Employers
Advisory Alpha, Llc

348 S Waverly Rd Suite 100, Holland, MI 49423 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2020-09-08
  • OH RA
    APPROVED
    Since 2020-09-08

Branch Locations

348 S Waverly Rd Suite 100, Holland, MI 49423 • United States

770 Commerce Dr., Perrysburg, OH 43551 • 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
OrganizationCityStateFromTo
Alphastar Capital Management, Llc Cornelius NC 07/2013 02/2018
Citizen Advisory Group Perrybsurg OH 05/2008 Present
Planners Alliance Holland MI 02/2018 09/2020
Advisory Alpha, Llc Holland MI 09/2020 Present
  • 07/2013 → 02/2018
    Alphastar Capital Management, Llc
    Cornelius, NC
  • 05/2008 → Present
    Citizen Advisory Group
    Perrybsurg, OH
  • 02/2018 → 09/2020
    Planners Alliance
    Holland, MI
  • 09/2020 → Present
    Holland, MI
Previous Registrations
  • 2018-02-27 → 2020-09-15
    Planners Alliance
    Perrysburg, OH
    Holland, MI
  • 2013-07-10 → 2018-02-27
    Perrysburg, OH
    Cornelius, NC
Other Businesses

(1) Citizen Advisory Group; Investment-related; 770 Commerce Dr., Perrysburg, OH 43551; Health and life insurance sales; Wealth Manager; 05/2009; Approx. 120 hours/month; Approx. 120 hours/month during trading hours; Sell insurance products. (2) Ronald A. Myers; Investment-related; 770 Commerce Dr., Perrysburg, OH 43551; Life and health insurance salesperson; Licensed insurance agent; 5/2009; Approximately 120 hours/month as Wealth Manager with Citizen Advisory Group; Approx. 120 hours/month during trading hours as Wealth Manager with Citizen Advisory Group; Sell insurance products.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-06-03
S63 Uniform Securities Agent State Law Examination 2006-08-15
  • S65 Uniform Investment Adviser Law Examination
    2013-06-03
  • S63 Uniform Securities Agent State Law Examination
    2006-08-15
Other Names
  • Ronald Arthur Myers Jr.

View on SEC IAPD

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