Unclaimed Profile

Samuel John Ronlund

LEDGE WEALTH MANAGEMENT, INC.·SARTELL, Minnesota

SIE, Series 7, Series 9, Series 10, Series 63, Series 65, Series 66Clean record24 years registeredLEDGE 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. · 24 years registered

Brand Profile

Not yet started

Career History

DAKOTA WEALTH, LLC

Jan 2024 – present

LEDGE WEALTH

Dec 2015 – Mar 2024

SARTELL, MN

CALAMOS ADVISORS LLC

Dec 2012 – Feb 2015

GOLDEN VALLEY, MN

CALAMOS WEALTH MANAGEMENT LLC

Jun 2010 – Dec 2012

NAPERVILLE, IL

INVESCO ADVISERS, INC.

Jan 2010 – Jun 2010

ATLANTA, GA

INVESCO AIM PRIVATE ASSET MANAGEMENT, INC.

Jan 2008 – Jan 2010

HOUSTON, TX

CHARLES SCHWAB & CO., INC.

May 2002 – May 2003

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 63

Series 65

Series 66

Registration record

First registered · May 15, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LEDGE WEALTH MANAGEMENT, INC.

CRD 165713 · SEC 801-112690

AUM

$351M

Regulatory assets under management

Employees

854 client accounts

Services offered by LEDGE WEALTH MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LEDGE WEALTH MANAGEMENT, INC. →

Introduction

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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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