Ronald Allan Silverman

Employer firm

Creative Financial Planning Advisors, Inc. CRD 127878

$30.4M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 12/1967 → Present
  Ronald A Silverman, Cpa
  South Bend, IN
• 09/1980 → Present
  Creative Finl Plng Alternatives Inc
  South Bend, IN
• 04/1982 → Present
  Creative Financial Planning Advisors Inc
  South Bend, IN
• 05/1986 → Present
  Capital Financial Services, Inc.
  Minot, ND
• 01/2007 → Present
  2W Technologies
  Meadville, PA

Other Businesses

CREATIVE FINANCIAL PLANNING ADVISORS, INC. - AN INDIANA RIA FIRM - EST. 1982 112 W. JEFFERSON BLVD., SUITE 601 SOUTH BEND, IN 46601-1921,PRESIDENT & CEO AND 100% OWNER; FIRM PROVIDES FEE-ONLY TAX PLANNING, TAX PREPARATION AND INVESTMENT ADVISORY SERVICES AND ASSET MANAGAGEMENT, 160+ HRS AND 95% DURING TRADING,INVESTMENT ADVISOR REP. AND MANAGER OF RIA FIRM. THIS IS FULL-TIME; I CONSIDER MY RELATIONSHIP WITH CFS TO BE PART-TIME. VARIOUS INSURANCE COMPANIES; GENWORTH FINANCIAL - I HAVE SOLD SERVERAL TERM LIFE INSURANCE CONTRACTS THROUGH IPG, A "PARTNER" OF CFS, WHO (I ASSUME) RECEIVES SOME OVERRIDE ON MY COMMISSIONS EARNED. 2W TECHNOLOGIES, 1009 WATER STREET, SUITE 2 MEADVILLE, PA 16335-3491, NON-INVESTMENT RELATED, CHIEF FINANCIAL OFFICER AND 5% OWNER, JAN 1, 2007, INSTALLATION, CUSTOMIZATION & TRAINING RELATED TO JOB COST ACCOUNTING AND RECORD-KEEPING SOFTWARE SPECIFIC TO MANUFACTURING AND TOOL & DIE TYPE BUSINESSES,8-10 HOURS PER MONTH AND 0 DURING TRADING,CFO - OVERSEES ACCOUNTING AND FINANCIAL REPORTING ACTIVITIES. RONALD A SILVERMAN, CPA, NON-INVESTMENT RELATED,112 W. JEFFERSON BLVD., SUITE 601, SOUTH BEND, IN 46601,INCOME TAX CONSULTING,SELF EMPLOYED OWNER, 12/1967, 1 HR/MNTH AND 0 DURING TRADING, INCOME TAX CONSULTING. DBA: CREATIVE FINANCIAL PLANNING ALTERNATIVES, INC.

Exams

• S63 Uniform Securities Agent State Law Examination
  1979-12-18

Designations

• Certified Financial Planner

Other Names

• Ron Silverman