Kelly
Ronimus

Commonwealth Financial Network

CRD#6529025
Investment Advisor
in Coronado, CA

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About this Advisor

Kelly Ronimus is a financial advisor who is based out of Coronado, California. Currently a registered advisor with Commonwealth Financial Network, they have gathered 10 years of professional experience as a registered investment advisor. Ronimus maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative. Ronimus can work with clients based out of California. Ronimus has gained experience at Commonwealth Financial Network, Ucla and Sydney. Commonwealth Financial Network is headquartered in Coronado, California, and has 1,090 other locations throughout the nation. In total, Commonwealth Financial Network oversees $111 billion in assets across 436,517 client accounts and employs more than 3,400 people. The level of assets currently under the firm's management makes it one of the largest investment advisory firms in the United States. The firm manages 426,927 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 4% of the advisory firm's customers are high-net-worth individuals, meaning they have over $1 million in assets. Commonwealth Financial Network provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

1013 Park Place
Coronado, CA 92118

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$111,440,393,319

CA Average: $16,012,751,954
Total Number of Employees

3,400

CA Average: 118
Total Number of Accounts

436,517

CA Average: 4,567
Average Account Size

$255,295

CA Average: $3,506,186

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Kelly Ronimus Work History

Kelly has 10 years of experience.

2015 - Present (6 years)

Commonwealth Financial Network

2014 - 2015 (1 year)

Sydney

2010 - 2014 (4 years)

Ucla

Disclosures

Kelly Ronimus has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Craig Castanos
San Diego, CA
Kris Maleski
Rockville, MD
Richard Lebranti
Burlington, MA
Christin Clohosey
Waltham, MA
David Fedor
West Springfield, MA
Mark Richard
Waltham, MA
Carl Watkins
Sarasota, FL

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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