American Financial Investments, LLC is an independent Registered Investment Advisor in the state
of Arizona that offers professional money management through various third-party money managers.
One of our strategic alliances is with Gradient Investments, LLC (GI). I is an SEC registered
investment advisor firm offering clients over 20 proprietary portfolios. The portfolios are
managed by their Chief Investment Officer, Wayne Schmidt CFA, MGA; Senior Portfolio Manager,
Michael Binger, CFA; and Senior Investment Analyst, Mariann Montagne, CFA.
American Financial Security, LLC is an independent annuity, life insurance, tax planning and preparation firm.
|Firm Start Year:||2004|
|Name of Custodial Firm:||TD Ameritrade|
|States Licensed in:||AZ|
|Number of Years with Current Firm:||16|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Life , Annuity , Health|
|Financial Organization Memberships:||Million Dollar Roundtable , National Association of Insurance and Financial Advisors (NAIFA) , NATP|
|Firm's Number of Clients:||450|
|Registered Investment Advisor:||Yes|
|Investment Advisor Representative:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Fee Structure:||I am a Fee-Based financial professional|
|Compensation Methods:||Commissions , Based on Assets|
|Fee % Based on Assets:||1|
|Additional Details on Charges:||We are also a tax advising and preparation firm that charges by the form.|
|Organization:||United Animal Friends Arizona|
|Duration :||February 2018-Currently holding|
Ronald Stevenson is an Investment Advisor, Author, Radio Personality and Seminar Educator. Since 2003, he has advised individuals throughout Arizona in the areas of investment, retirement, insurance and estate strategies. Ron is a financial advisor and the President and Founder of American Financial Investments LLC and American Financial Security, LLC located in Prescott, Arizona. He spent 8 years as President and Owner of American Advertising Distributors of Central California. In addition, Ron had a successful 14 year career with Pfizer/ Coty US, with various positions to include National Account Executive and Manager. Ron serves on the board of directors of United Animal Friends.
Ron resides in the Prescott area with his wife Barbara who is his partner and co-owner of American Financial Security and American Financial Investments as well as a Tax Advisor and Business Consultant. We are active in community, church, family, various charities, caring for and riding our horses, golfing, scuba diving, hiking in the national forests around Prescott, birding, and many other inspiring activities.
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 5:00 PM|