Ronald Alan Rhoades
Investment adviser representative at Xypn Sapphire
23 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.3BFirm 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
23 years in the industry.
- Xypn SapphireJul 2024 to now
- Xy Investment Solutions, LLCJul 2024 to now
- Scholar Financial, LLCJan 2023 to now
- Western Kentucky UniversityJul 2015 to now
- Ron A. Rhoades, Esq., Attorney-at-lawJan 2012 to now
- Ron A. Rhoades, Sole ProprietorJul 2003 to now
- Argi Investment Services, LLCMar 2021 to Jan 2023
- Ron A. Rhoades d/b/a Scholar FinancialJan 2017 to Mar 2021
- Garrett Investment Advisors, LLC d/b/a Scholar FinancialFeb 2016 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 1 state (KY).
Xypn Sapphire
Legal name: Xy Investment Solutions, LLC
$1.3BAssets managed
796Clients
58Advisers
6 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
- 4458963
- Firm CRD
- 285967