Ronald Chandler, financial advisor Greenfield WI

Ronald Chandler

CRD Number: 5856620
Current Firm: Summit Investment Management, Ltd.

Ronald Chandler (CRD# 5856620) is an Investment Advisor Representative working at Summit Investment Management, Ltd. in Greenfield, WI and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Summit Investment Management Ltd Milwaukee, WI Jul 2012 - Current 11
Chandler Wiles Group LLC Lake Onion, MI Oct 2001 - Current 22
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2015
S63 Uniform Securities State Law Examination Nov 2010
Contact Info for Ronald E. Chandler
Phone Number: 414-291-4488
Registered State(s):
  • CA
  • OH
  • WI
By the Numbers
  • Total Assets Under Management
    69
    MILLIONS
  • Total Number of Accounts
    218
    ACCOUNTS
  • Average Account Value
    $315,243
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CA, FL, IL, OH, TX, WI

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