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Ronald Richard Blasczyk

Advisor at RB Investment Management Inc. — Little Suamico, WI

Updated today

Credentials

Series 63, Series 66

Experience

27 years

Location

Little Suamico, WI

RB Investment Management Inc.

Independent

Total advisors

1

Clients per advisor

24 Typical

Avg AUM per client

$512,741 Typical

HNW client ratio

33% High

About

Ronald Blasczyk is a financial advisor with RB Investment Management Inc. in Little Suamico, WI. He holds Series 63 and Series 66 registrations and has 27 years of industry experience. Prior to founding RB Investment Management in 2022, he worked at Wells Fargo Clearing Services and Wells Fargo Advisors for a combined 11 years. RB Investment Management Inc. provides discretionary asset management and standalone financial planning services to individuals and trusts, managing approximately $11.5 million for about two dozen clients. The firm offers customized portfolios using a range of asset allocation strategies and employs multiple analysis methods while assisting clients with selecting and monitoring third-party money managers.

Client services

Based on RB Investment Management Inc.

Financial planning Portfolio management

Expertise

Based on RB Investment Management Inc.

Active portfolio management

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Fee options

Fixed

Up to $25,000

Percentage

Up to 1.50% annually

Project-based

Up to $250 per hour

Other

Fee-only: Hourly fee up to $250; flat fees up to $25,000

Location

Little Suamico, WI

Little Suamico WI

Advisors at this office

1

Most active in

Louisiana · Wisconsin

Work history

27 years of industry experience

RB Investment Management Inc.

2022 - Present • 4 years

Green Bay, WI

Wells Fargo Clearing

2016 - 2022 • 6 years

Green Bay, WI

WELLS FARGO ADVISORS LLC

2011 - 2016 • 5 years

Green Bay, WI

Wells Fargo Investments, Llc

2008 - 2011 • 3 years

Green Bay, WI

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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David H

Series 63, Series 65

Suamico, WI

Fiduciary Insight, LLC

David Horn is the principal of Fiduciary Insight, LLC, an independent firm based in Suamico, WI. He holds Series 63 and Series 65 licenses and has 20 years of experience in the financial services industry, including prior roles at Titletown Wealth Management, Woodbury Financial Services, and Wells Fargo Advisors. In addition to his advisory work, he is a licensed insurance agent involved in insurance sales. Fiduciary Insight provides investment advisory and financial planning services to individuals and high-net-worth clients, offering tailored strategies based on client goals and risk tolerances. The firm also delivers retirement plan consulting and manages approximately $20 million in discretionary assets, employing a variety of investment approaches and regular account reviews.

Wealth management Annuities Retirement plans for business owners (SEP, solo 401k)
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David C

Series 65

Hobart, WI

Vestura, LLC

David Counihan is a financial advisor with Vestura, LLC, holding a Series 65 designation and six years of industry experience. He has been with Vestura since 2012. Vestura provides discretionary investment supervisory and portfolio management services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs a combination of fundamental, technical, and charting analysis alongside long-term and short-term trading strategies, including alternative investments.

Real estate investing
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Jose S

Series 65

Hobart, WI

Vestura, LLC

Jose Sosa Vazquez is a financial advisor with Vestura, LLC in Hobart, WI. He holds a Series 65 designation and has been with Vestura since 2025. His career includes roles in educational and credit union settings, including Providence Academy, Wauna Federal Credit Union, and Astoria High School. Vestura, LLC provides discretionary investment supervisory and portfolio management services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm combines fundamental, technical, and charting analysis in its investment approach and manages client assets under discretionary authority.

Real estate investing
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William C

CFP®, ChFC®, Series 63

Green Bay, WI

Chambers Financial Group, LLC.

William Chambers is a CFP® and ChFC® with 44 years of experience in the financial services industry. He is a principal at Chambers Financial Group, LLC, where he has worked since 2018, following seven years at Packerland Brokerage Services Inc. Outside of his advisory role, Chambers is involved in several business ventures, including hotel management partnerships and land development enterprises in Green Bay, Wisconsin. Chambers Financial Group provides investment advisory services to individual clients, including both high-net-worth and non-HNW households, managing approximately $43.5 million in client assets. The firm’s investment approach is tailored to client-specific objectives and risk tolerance, employing various strategies such as asset allocation and technical analysis, and offers both discretionary and non-discretionary advisory relationships.

Annuities
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Jared B

CFA®

Hobart, WI

Vestura, LLC

Jared Bowers is a CFA® charterholder with 10 years of industry experience, currently serving as an advisor at Vestura, LLC since 2016. He has prior experience at Avalon Capital Group dating back to 2011. Outside of his advisory work, he is a co-owner and officer of Bluestem LLC, a small business producing a cattle grafting product called MotherUp. Vestura provides discretionary investment supervisory and portfolio management services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm combines fundamental, technical, and charting analysis in its investment process, employing both long-term and short-term strategies across a variety of asset types.

Real estate investing
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Jason P

CFP®, Series 63, Series 65

Hobart, WI

Vestura, LLC

Jason Perkins is a CFP® professional with 19 years of industry experience, currently serving at Vestura, LLC since 2007. He holds Series 63 and Series 65 licenses and operates out of Hobart, Wisconsin. Vestura provides discretionary investment supervisory and portfolio management services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs a combined approach of fundamental, technical, and charting analysis, managing client assets internally with typically a $5 million account minimum.

Real estate investing
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