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Samuel John Ronlund

LEDGE WEALTH MANAGEMENT, INC.·SARTELL, Minnesota
Clean recordLEDGE WEALTH MANAGEMENT, INC.
2454 8TH AVENUE SOUTH, SARTELL, MN 56377CRD# 2727091Firm CRD# 165713

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Samuel John Ronlund · SARTELL, MN
Registration
CRD #2727091 · LEDGE WEALTH MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Samuel John Ronlund is a registered financial advisor based in SARTELL, Minnesota, affiliated with LEDGE WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
LEDGE WEALTH MANAGEMENT, INC.
LEDGE WEALTH
AUM
$351M
Regulatory assets under management
Employees
9
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 2727091
Firm CRD# 165713
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Samuel John Ronlund offer?
Samuel John Ronlund specializes in Financial Planning, Investment Management. Contact their office in SARTELL, Minnesota for a consultation.
What are Samuel John Ronlund's credentials?
Samuel John Ronlund is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Samuel John Ronlund located?
Samuel John Ronlund is based in SARTELL, Minnesota, working with LEDGE WEALTH MANAGEMENT, INC.. Their office serves clients in the SARTELL metropolitan area and surrounding communities.
How does Samuel John Ronlund charge for services?
Samuel John Ronlund's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LEDGE WEALTH MANAGEMENT, INC.?
LEDGE WEALTH MANAGEMENT, INC. has approximately 9 employees and manages $351M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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