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Ronald William Robinson

Advisor at LPL Enterprise — Hastings, MN

Updated today

Credentials

Series 63, Series 65

Experience

11 years

Location

Hastings, MN 55033

LPL Enterprise logo

LPL Enterprise

Institution

Total advisors

3,120

Across 855 offices

Clients per advisor

33 Very Low

Avg AUM per client

$239,757 Very Low

HNW client ratio

22% Typical

About

Ronald Robinson is a financial advisor with LPL Enterprise based in Hastings, MN, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Thrivent Financial. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model wealth portfolios, third-party asset management programs, and a range of brokerage and insurance products.

Client services

Based on LPL Enterprise

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Enterprise

General retirement planning Tax-loss harvesting

Occupation focus

Based on LPL Enterprise

Self-Employed Founder/Business Owner

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Fee options

Fixed

Financial planning and consulting services flat fees typically range from $0 to $15,000, negotiated per client agreement.

Commissions

Commission-based compensation is received through insurance sales and broker-dealer services, including commissions and trails on insurance products and brokerage transactions.

Project-based

Financial planning and consulting services fees can be hourly, typically up to $500 per hour.

Other

Fee-only: Financial planning and consulting services offered for flat fees ranging from $0 up to $15,000 or hourly fees up to $500 per hour, fees negotiated.

Location

See office

Hastings, MN

1313 S. Frontage Road

Hastings MN 55033

Advisors at this office

3

Most active in

Minnesota · Texas

Work history

11 years of industry experience

LPL Enterprise

2024 - Present • 2 years

Lakeville, MN

Prudential Insurance Company of America

2018 - Present • 8 years

Lakeville, MN

Pruco Securities, LLC.

2018 - 2024 • 6 years

Lakeville, MN

Thrivent Financial

2015 - 2017 • 2 years

Appleton, WI

Thrivent Investment Management inc

2014 - 2017 • 3 years

Lakeville, MN

Disclosures

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

Business activities & affiliations

user avatar

Ricky P

CFP®, Series 63

Prescott, WI

Pro Advisors, Ltd. dba R J Pickle Financial Services

Ricky Pickle is a CFP® and Series 63-licensed financial advisor with 24 years of industry experience. He is the sole advisor at Pro Advisors, Ltd., operating as R J Pickle Financial Services, and has been president of R.J. PICKLE, CPA, CFP, PC since 2013, providing tax preparation services. The firm offers investment management and financial planning to individuals, high-net-worth clients, and businesses, using a combination of fundamental and technical analysis to guide portfolio construction and ongoing monitoring. It integrates investment advisory services with tax preparation and planning, reflecting the advisor’s dual credentials as a CPA and CFP®.

General tax planning Wealth management Self-Employed
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Nancy N

Series 63, Series 66

Mendota Heights, MN

Minder Narusiewicz, Inc.

Nancy Narusiewicz is a financial advisor at Minder Narusiewicz, Inc. with 17 years of industry experience. She holds the Series 63 and Series 66 licenses and previously worked at Sagepoint Financial, Inc. for 16 years and OSAIC for 3 years. In addition to advisory services, she is involved in tax preparation and life, health, and annuity sales. Minder Narusiewicz, Inc. is a registered investment adviser serving individual and high-net-worth clients through a single-advisor practice. The firm provides non-discretionary portfolio management, written financial planning, and tax preparation services, constructing individualized portfolios using risk tolerance and asset allocation tools.

Wealth management Passive / index investing
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Jeffrey S

Series 63, Series 65

Eagan, MN

Schumacher Financial, LLC

Jeffrey Schumacher is the principal of Schumacher Financial, LLC, an independent firm based in Eagan, MN. He holds Series 63 and Series 65 licenses and has 10 years of industry experience, including prior roles at CommonWealth Financial Network and Haas Financial. Outside of his advisory work, he volunteers as a mentor for middle school students with the nonprofit organization Hope For Tomorrow. Schumacher Financial provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs a combination of investment strategies, including cyclical, fundamental, quantitative, and technical analysis, and incorporates options strategies to adjust equity exposure and manage downside risk.

Options & derivatives strategies Annuities
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Ryan W

Series 63, Series 65

Mendota Heights, MN

Wold Financial Group

Ryan Wold is a financial advisor with Wold Financial Group in Mendota Heights, MN, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Raymond James & Associates and Advisornet Wealth Management. Wold Financial Group provides discretionary portfolio management and investment consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a client-centered approach involving interviews and questionnaires to establish objectives, employing both fundamental and technical analysis within strategic and tactical allocation frameworks, and manages approximately $182 million in client assets.

General retirement planning Income planning
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James P

Series 66

Rosemount, MN

Vermillion Wealth Management Inc.

James Poepl is a financial advisor with Vermillion Wealth Management Inc. in Rosemount, MN, holding a Series 66 designation and 21 years of industry experience. He has worked at Securities America, Inc. and has been involved with Vermillion Wealth Management since 2016. Outside of his advisory role, he owns Vermillion Insurance Agency and serves as a board member, owner, and loan officer at Vermillion State Bank. Vermillion Wealth Management provides fee-based investment management and financial planning services to individuals, trusts, estates, charitable organizations, and qualified retirement plans. The firm manages client portfolios on a discretionary basis using documented investment policy statements and a combination of fundamental, technical, and cyclical analysis, with regular monitoring, rebalancing, and tax-loss harvesting.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Equity compensation tax strategy Tax-loss harvesting
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Angela T

Series 65

River Falls, WI

Portfolio Design Services, LLC

Angela Tille is a financial advisor at Portfolio Design Services, LLC with six years of industry experience. She holds a Series 65 designation and has worked exclusively with Portfolio Design Services since 2019, following a 13-year period of experience with the Tille Family. Portfolio Design Services, LLC provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, and estates. The firm customizes investment strategies based on client goals, time horizon, and risk tolerance, managing accounts primarily on a discretionary basis with regular reviews and rebalancing.

Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Retirement income strategy Founder/Business Owner Retired
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