Ronald
Saline

Fisher Investments

CRD#5094935
Investment Advisor
in Portage, MI

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About this Advisor

Ronald Saline is a financial advisor working in Portage, Michigan who has 6 years of industry experience. Saline is on the advisory team at Fisher Investments. Over the course of their career, they have held roles at Allstate Insurance Company, Greater Kalamazoo Insurance & Marshall Insurance Group, Greater Kalamazoo Insurance & Downtown Kalamazoo Insurance, Rj Saline Inc and Fisher Investments. Saline maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Michigan. Fisher Investments is an advisory business headquartered in Plano, TX. The company has offices in 14 locations and a total of 3,349 advisors. It manages $192 billion in total assets among its 269,289 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises 37 charities and foundations. Of its 269,289 accounts, 46% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Fisher Investments has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and other services. Financial management fee schedules largely depend on which services the firm provides the client. Fee types billed by Fisher Investments can consist of some blend of asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

Portage, MI

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Fisher Investments Brokerage Details

Total Assets Under Management

$192,398,103,714

MI Average: $3,042,739,679
Total Number of Employees

3,349

MI Average: 49
Total Number of Accounts

269,289

MI Average: 2,315
Average Account Size

$714,467

MI Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Other

Ronald Saline Work History

Ronald has been registered as a financial advisor for 6 years.*

2016 - Present (8 years)

Fisher Investments

2011 - Present (13 years)

Rj Saline Inc

2014 - 2015 (1 year)

Greater Kalamazoo Insurance & Downtown Kalamazoo Insurance

2013 - 2014 (1 year)

Greater Kalamazoo Insurance & Marshall Insurance Group

2005 - 2016 (11 years)

Allstate Insurance Company

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Ronald Saline to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Fisher Investments

Justin Peacock
Plano, TX
Spencer May
Camas, WA
Patrick Mccormick
Westerville, OH
Frank Fontanella
Marietta, GA
Ryan Dippold
Plano, TX
Jeffrey Pine
Plano, TX
Christopher Fuss
Plano, TX
Theodore Stern
Plano, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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