Ronald Joseph Bardine

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 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

• 03/2000 → Present
  Raymond James Financial Services
  Elk River, MN
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc
  Elk River, MN
• 10/2005 → 10/2018
  Non-Variable Insurance
  Elk River, MN
• 03/2021 → Present
  Ronald J Bardine, Inc.
  Deerwood, MN

Other Businesses

(1)Name of Business: Address: 21279 Archibald Rd, Deerwood, MN, 56444, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 08/15/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Needs analysis, design, propose, write applications and service life policies. (2)Name of Business: Cedar Brook Vineyard Address: xxx Rocky Ridge Road, Deerwood, MN, 56444, United States Activity Type: Other Position/Title: Owner/Proprietor Investment Related: No Start Date: 03/22/2010 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Growing grapes (3)Name of Business: Ronald J Bardine, Inc. Address: 21279 Archibald Rd, Deerwood, MN, 56444, United States Activity Type: Other Position/Title: Officer - CEO Investment Related: No Start Date: 03/31/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Pay myself, employees and other business expenses. (4)Name of Business: Ronald J. Bardine Revocable Trust Address: 21279 Archibald Road, Deerwood, MN, 56444, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 09/22/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: As trustee of my trust that is the owner of my building. I am renting a portion of the building to a non client, I also pay rent to my trust for my office space.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-10-18
• S63 Uniform Securities Agent State Law Examination
  1987-05-21

Designations

• Certified Financial Planner
• Chartered Financial Consultant