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RONALD L PERKINS DBA PERKINS FINANCIAL
RONALD L PERKINS DBA PERKINSFINANCAIL
CRD 304422
2514 HOMESTEAD ROAD, MADISON, WI, 53711, United States
Phone
608-235-2575
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$2.7M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps; 5 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM
Org form
Sole Proprietorship
Filing date
2025-06-20
Disciplinary history
No
Services
Pension consultingSelection of other advisersINSURANCE PRODUCTS
Client types
| Type | Clients | AUM |
|---|---|---|
| Investment companies | 5 | $2.7M |
All web addresses on file
Official SEC filing: View on IAPD