Ronald Denk, financial advisor Phoenix AZ

Ronald Denk

CRD Number: 1483351
Current Firm: Denk Strategic Wealth Partners

Ronald Denk (CRD# 1483351) is an Investment Advisor Representative working at Denk Strategic Wealth Partners in Phoenix, AZ and has over 33 years of experience in the finance industry. Ronald Denk 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.

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Professional Designations
Company Name Location Dates Years
Lincoln Financial Securities Corporation Phoenix, AZ Jul 2008 - Current 11
Denk Strategic Wealth Partners Phoenix, AZ Sep 2004 - Current 15
Denk Investment Advisory Inc. Phoenix, AZ Aug 1991 - Current 28
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1986
S65 NASAA Investment Advisors Law Examination Jul 1993
Contact Info for Ronald P. Denk
Phone Number: 602-252-8700
Registered State(s):
  • AZ
  • CA
  • MT
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    45
    MILLIONS
  • Total Number of Accounts
    154
    ACCOUNTS
  • Average Account Value
    $290,122
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, MT, TX, WI

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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