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Ronald Lungwitz

Advisor at Cambridge Investment Research Advisors

Updated today

Location

Cape Girardeau, MO 63701

Credentials

ChFC®, Series 63, Series 66

Industry experience

46 years

About

Ronald Lungwitz is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation and Series 63 and 66 licenses. He has 46 years of industry experience, including 26 years at THE O.N. Equity Sales Company and extensive tenure with multiple insurance companies. Lungwitz also operates as an independent insurance agent with various agencies. Cambridge Investment Research Advisors serves a diverse client base, including individual investors, retirement plans, and charitable organizations, offering financial planning, portfolio management, and retirement plan advisory through a large network of independent financial professionals and multiple account platforms.

Client services

Based on Cambridge Investment Research Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Market timing

Expertise

Based on Cambridge Investment Research Advisors

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities

Occupation focus

Based on Cambridge Investment Research Advisors

Retired Founder/Business Owner Executive

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Fee options

Fixed

Financial Planning and Consulting flat fees generally do not exceed $25,000; Financial Wellness flat fee agreements also offered; Retirement Plan Advisory flat fees negotiated

Percentage

$0 - $100,000: up to 1.50% $100,000 - $250,000: up to 1.25% $250,000+: up to 1.00%

Commissions

Financial Professionals may receive commissions in their capacity as Registered Representatives for securities and insurance products

Project-based

Financial Planning and Consulting hourly fees generally do not exceed $500/hour; Retirement Plan Advisory and Consulting Services up to $500/hour

Other

Account minimum: $25,000 Minimum fee: Setup fee generally the lesser of 1% of assets under management or $1,000; combined setup fee and advisory fee not to exceed 3% of AUM; service fee up to $300 Fee-only: Financial Planning and Consulting fees include flat fees up to $25,000, hourly fees generally not exceeding $500/hour, asset-based fees for investment consulting

Location

1221 Kingsway Dr., Ste. 3

Cape Girardeau, MO 63701

Most active in

Missouri

Work history

Cambridge Investment Research, Inc.

2024 - Present (2 years)

Cambridge Investment Research, Inc.

2024 - Present (2 years)

THE O.N. Equity Sales Company

1998 - 2024 (26 years)

Golden Rule Ins. Co

1997 - Present (29 years)

American General Life Ins. Co.

1996 - Present (30 years)

First Colony Life Ins. Co.

1995 - Present (31 years)

Sun Life Assurance Co of Canada (US)

1990 - Present (36 years)

ITT Hartford Ins. Co.

1990 - Present (36 years)

Integrity Life Ins. Co.

1989 - Present (37 years)

Continental General Ins. Co

1987 - Present (39 years)

Frank Life and Franklin Financial Services

1977 - Present (49 years)

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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Passive / index investing General retirement planning College savings (529s, UTMA, etc.) General tax planning
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Wealth management Retirement plans for business owners (SEP, solo 401k)
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Cape Girardeau, MO

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Active portfolio management Factor investing / smart beta Options & derivatives strategies
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CFP®, Series 63, Series 65

Cape Girardeau, MO

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Retirement income strategy Wealth management Founder/Business Owner Retired
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Retirement income strategy General tax planning
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