R.B. Wiser & Associates Financial Planning
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Ronald B. Wiser*, CFP®, CLU, ChFC

Ron Wiser

For more than 45 years Ron Wiser has been a leader in the field of retirement planning, investment guidance and tax reduction. He is a member of the following organizations:

  • Institute of Certified Financial Planners
  • International Association of Financial Planners
  • National Association of Life Underwriters
  • Kalamazoo Association of Life Underwriters

Highlighted achievements and associations include:

  • Life and Qualifying Member of the Million Dollar Round Table
  • Former Adjunct faculty member of the College of Financial Planning
  • Recipient of the Joe Callahan Award (Western Reserve's most prestigious award)
  • Recipient of the Soaring Eagle Award (InterSecurities, Inc. most prestigious award)
  • Served more than 3,000 clients with assets in excess of $1 billion under his direct supervision and management.
  • Mr. Wiser has generated more than $100 million in new money for securities, mutual funds and annuities in the year 2000.

Additionally, Mr. Wiser is a licensed Insurance Counselor and a Registered Principal of InterSecurities, Inc. (ISI). As an international speaker, he has been noted in Money Magazine, Woman's Day, Financial Planner, Life Association News and other professional publications.

Mr. Wiser holds the following credentials:

  • Series 6, Series 7, Series 24 and Series 63 securities licenses
  • Certified Financial Planner
  • Licensed for health insurance, life insurance and variable contracts
  • Chartered Life Underwriter
  • Chartered Financial Consultant
  • Investment Advisor Representative of ISI
  • Past President, Kalamazoo Association of Life Underwriters
  • Past Adjunct Faculty Member, College of Financial Planning, Denver, Colorado

Wiser Podcasts
Wisely Speaking
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Weekly Radio Show
Stock Watch
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NASDAQ
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S&P 500
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As of 11-20-2008 7:32am

Disclaimer

Licensing
Individuals with R.B. Wiser & Associates are licensed in the following states. View our legal notice for additional information.

AL
AR
AZ
CA
CO
CT
FL
GA
ID
IL
IA
IN
KS
KY
LA
MD
MI
MN
MS
MT
NC
NJ
NV
NY
OH
OK
OR
PA
SC
TN
TX
VA
VT
WA
WI
WY
R.B. Wiser & Associates   ::   6100 Stadium Drive   ::   Kalamazoo MI 49009   ::   (800) 292-1472   ::   (269) 372-1430
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*Individuals with R.B. Wiser & Associates are Registered Representatives and Investment Advisor Representatives with and Securities and Investment Advisory Services offered through InterSecurities, Inc. (ISI), member FINRA, SIPC and Registered Investment Advisor. Non-securities products and services are not offered through ISI. Neither ISI nor its representatives provide legal, tax or accounting advice. Persons who provide such advice do so in capacity other than as a registered representative of ISI. LD22840-09/07

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