Ron A. Rhoades,  CFP<sup>&reg;</sup> - Financial Advisor

Ron A. Rhoades, CFP®

JD,

Program Director, Financial Planning Program

Western Kentucky University

1441 Riva Ridge Ave
Bowling Green, KY 42104
FINANCIAL ADVISOR'S WEBSITE
(352) 228-1672 CONNECT WITH Ron
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General

Ron Rhoades is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Western Kentucky University in Bowling Green, KY and the surrounding communities.

Financial Advisor Overview

Ron A. Rhoades, JD, CFP® is an Asst. Professor of Finance at Western Kentucky University, where he is the Program Director for its Financial Planning Program. He is also financial advisor, investment portfolio manager, and tax/estate planning attorney serving the needs of select clients and providing service to the profession. In 2013 Ron was named as one of the "30 Most Influential" persons in NAPFA's 30-year history. In 2011 Ron was named as one of the "Top 25 Most Influential Persons" in the advisory profession by Investment Advisor magazine, and he received the "Fiduciary of the Year" award from The Committee for the Fiduciary Standard." The author of several books and hundreds of published articles, Professor Rhoades is a frequent speaker at national conferences of investment and financial services professionals. He has been quoted in The Wall Street Journal, Barron's, The Washington Post, and many other publications.

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Financial Advisor Experience

Series 65 licensure since 2001. Certified Financial Planner(tm) since 2005. Director of a university personal financial planning program since 2011.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Admitted to Bar

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Ron A. Rhoades' firm, Scholar Financial, is an independent, fee-only registered investment adviser firm. Independent custodians (discount brokerage firms), such as TD Ameritrade Institutional, are recommended to clients when ongoing portfolio management services are undertaken by Scholar Financial on behalf of a client.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Banking, Asset Allocation, Career Change, Investment Management, Corporate Finance, Estate Planning, Employee Benefits, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Succession Planning, Sudden Wealth, Personal Taxes

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Helpful Financial Planning Resources