Ron Robertson Valentine
Investment adviser representative at Promontory Financial Planning, LLC
18 yearsExperience
1 stateRegistered in
$319MFirm assets
7 yearsFirm in business
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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
Experience
18 years in the industry.
- Promontory Financial Planning, LLCSep 2017 to now
- Bfc Planning, Inc.Dec 2013 to Sep 2017
- Berthel Fisher & Company Financial Services, IncMay 2008 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (UT).
Promontory Financial Planning, LLC
$319MAssets managed
570Clients
12Advisers
7 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
- 2517387
- Firm CRD
- 153666