Ann Baker Ronn
Investment adviser representative at LPL Financial LLC
37 yearsExperience
1 stateRegistered in
ChFC®Designation
$819.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
37 years in the industry.
- LPL Financial, LLCFeb 2026 to now
- Income Protection Solutions, IncJul 2013 to now
- Ameritas Advisory Services, LLCNov 2021 to Feb 2026
- Ameritas Investment Corp.Jan 2007 to Feb 2026
- Ameritas Life Insurance Corp.Jan 2007 to Feb 2026
- Afp Investment Advisory, IncOct 2002 to Jul 2018
- The Afp GroupNov 1989 to Jul 2018
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1989
State registrations
Registered as an investment adviser representative in 1 state (TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1945908
- Firm CRD
- 6413