RS
RS

Ronald Todd Sperry

25 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
337 clients
Average Client Portfolio
$544K average
Assets Under Management
$183.5M

Fee Structure

Minimum Investment:$250K
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Location

40 W. Main Street Court, Suite 250E, Alpine, UT, 84004

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Ronald works as a health researcher at Bateman Home Center, dedicating about 10-20% of his time. He is also an independent insurance agent involved in insurance sales and services, spending about 15% of his time on this activity.

Employment History
Current Registrations
Diamond Wealth Management, LLC
January 2021 - Present · 5 yrs 1 mo
Previous Registrations
Ashton Thomas Private Wealth
September 2020 - January 2021 · 4 mos
Triad Advisors LLCBroker
July 2018 - November 2018 · 4 mos
Resources Investment Advisors
June 2018 - February 2019 · 8 mos
Charles Schwab & CO., INC.
October 2008 - October 2017 · 9 yrs
Charles Schwab & CO., INC.Broker
June 2008 - October 2017 · 9 yrs 4 mos
Fortius Financial Advisors, LLC
May 2004 - October 2006 · 2 yrs 5 mos
Fidelity Brokerage Services LLCBroker
August 1996 - April 2004 · 7 yrs 8 mos
State Registrations1 state
UT
Advisor
Exams
No exam information available for this advisor.