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Ronald Dean Strobel

Retire Sensibly LLC

Meridian, ID

CRD 6261769

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Employer firm

Retire Sensibly LLC CRD 292828

$58.3M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Retire Sensibly Llc

135 E. Calderwood Dr. Suite 120, Office #6, Meridian, ID 83642 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2018-07-02
  • ID RA
    APPROVED
    Since 2018-07-02

Branch Locations

135 E. Calderwood Dr. Suite 120, Office #6, Meridian, ID 83642 • 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
Raymond James Financial Services Mukilteo WA 12/2013 03/2018
Christoferson Financial Pllc Mukilteo WA 10/2013 03/2018
Raymond James Financial Services Advisors Inc. Mukilteo WA 06/2015 03/2018
Retire Sensibly Llc Lynnwood WA 01/2018 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-06-10
S63 Uniform Securities Agent State Law Examination 2014-03-07
  • S65 Uniform Investment Adviser Law Examination
    2015-06-10
  • S63 Uniform Securities Agent State Law Examination
    2014-03-07
Designations
  • Certified Financial Planner
Other Names
  • Ron Strobel

View on SEC IAPD

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