Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningTax PlanningEstate PlanningFinancial Planning & CoachingCharitable GivingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
40 advisors
Number of Clients
325 clients
Average Client Portfolio
$988K average
Assets Under Management
$321.0M
Fee Structure
Minimum Investment:None
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Contact
Ronald Alan Rhoades
Location
24 E. Main Street, Bozeman, MT, 59715
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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.
Learn about disclosures →Other Business Activities
Ronald is a full-time Associate Professor and Director for the Personal Financial Planning Program at Western Kentucky University since 2015. He also operates a law firm, provides educational content as a writer and speaker, and serves on fiduciary standard committees, dedicating about 10-20% of his time to writing and speaking.
Employment History
Current Registrations
Xypn Invest
July 2024 - Present · 1 yr 7 mos
Previous Registrations
Scholar Financial, LLC
April 2023 - December 2024 · 1 yr 8 mos
Argi Investment Services, LLC
March 2021 - February 2023 · 1 yr 11 mos
Scholar Financial
January 2017 - June 2021 · 4 yrs 5 mos
Garrett Investment Advisors, LLC
March 2016 - January 2017 · 10 mos
Scholarfi INC.
August 2012 - March 2016 · 3 yrs 7 mos
Jcm Advisors of Crystal River, LLC
October 2010 - March 2011 · 5 mos
Joseph Financial of Smithtown, LLC
October 2010 - March 2011 · 5 mos
Creative Capital Fiduciaries, LLC
July 2010 - March 2011 · 8 mos
Joseph Capital Management, LLC
November 2001 - September 2011 · 9 yrs 10 mos
State Registrations1 state
KY
Advisor
Exams
No exam information available for this advisor.
Contact
Ronald Alan Rhoades