Ronald Castrogiovanni (CRD# 1188451) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Middleton, WI and has over 40 years of experience in the finance industry. Ronald Castrogiovanni has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4902024
Wismed Financial, Inc.
CRD# 1414999
Baker Tilly Wealth Management, LLC
CRD# 5525772
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Middleton, WI | Aug 2021 - Current | 2 |
| The Prudential Insurance Company Of America | Naperville, IL | Mar 2018 - Aug 2021 | 3 |
| Pruco Securities, LLC | Naperville, IL | Mar 2018 - Aug 2021 | 3 |
| Waddell & Reed, Inc. | Lisle, IL | Sep 2013 - Mar 2018 | 4 |
| Various Insurance Carriers For W&r Insurance Agencies | Downers Grove, IL | Sep 2013 - Mar 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1983 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2002 |
- IL
- TX
- WI
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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