Tracy Ronningen

Director of IRA Services

(541) 891-8618


DSC_6875Tracy has worked in the financial services industry since 1980. He gained a broad array of knowledge in financial and estate planning, including understanding the multitude of retirement plans that are used throughout the investment industry. As a past Vice President an small Bank & Trust, Tracy created and opened their Financial Services and Trust department, and assisted the bank in managing its investment portfolios. Tracy’s area of expertise focuses on assisting clients on utilizing non-traditional assets, such as Real Estate, Private loans, and non-publically traded securities as well as helping investors with traditional investment services. He has a strong understanding of estate, business, and tax planning for high net worth individuals and business owners. “I really enjoy helping my clients find ways to achieve their goals.  It’s like being an artist and each client has a new canvas with their own story and picture yet to be created.  It’s a great feeling to know you have educated and helped so many people reach their goals in life.  It’s also been enjoyable to have met so many interesting people with rich history’s to share and to have created many relationships along the way.”

IMG_1123Tracy is a native Oregonian and resides in Klamath Falls with his wife Jan. They have four grown children and five grandchildren. He gives all the credit for their successes to his wife and indicates “they make us look good and we are very proud of them.”  Tracy has countless years of volunteerism within his community. He has been a member of the Exchange Club of Klamath Falls since 1980 and spent over 20 years as treasurer of his church. He and his wife are avid bowlers, loves to golf, play billiards and has given countless hours to coaching youth bowlers and other youth sports. Tracy enjoys spending time with his family, camping, fishing, bowling and golfing. [clear]

Education

  • ABA Trust Graduate School II, Evanston, IL, 1997
  • ABA Trust Graduate School I, Evanston, IL, 1996
  • ABA Trust School, Evanston, IL, 1995
  • Associate Degree in Accounting, Oregon Technological Institute, Klamath Falls, OR, 1972

Certificates & Licenses

  • General Securities Representative Exam Series 7, 1980
  • Uniform Securities State Law Exam Series 63, 1980
  • Licensed for Securities in the States of Oregon, California, Washington, & Arizona