wiseradvisor

Ronald Stevenson
American Financial Investments, LLC

Tel: (928) 771-8368
3112 Clearwater Dr., Suite B
Prescott, AZ 86305

Investments, Annuities, Tax


About American Financial Investments, LLC

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.


General Information

Firm Start Year:   2004
No.of Employees:   5-9
Insurance License#:   142402
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 Information

Firm's Number of Clients:   450


Compliance

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.


Board Positions

Organization:  United Animal Friends  Arizona
Position :  Director
Duration :  February 2018-Currently holding



Faqs

  • What services do you provide? What are your specialties? Investment Management, Annuities, Life Insurance, Tax Preparation, Book Keeping, Payroll with Strategic Investment and Tax Planning.
  • What is your experience? How many clients do you currently manage? We manage about 450 clients on our investment and insurance business and about 700 tax clients.
  • What financial institution(s) do you represent? We are independant so we can work with mosts financial institutions.
  • How do you charge for your services? Fee based on our investment management. Commission based on insurance services. Tax preparation and planning is form pricing. Bookkeeping and Payroll services are hourly priced.
  • Do you provide a free initial consultation? Yes
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Ronald Stevenson

Ronald Stevenson

CSA, CTS

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.

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

Communities Served

Bagdad Chino Valley
Kirkland Paulden
Skull Valley Prescott