Ron Huck
Ron Huck, CFP®
Vice President, Wealth Management
CERTIFIED FINANCIAL PLANNER®
MEMBERS Financial Services
Located at:
Coca-Cola Credit Union a Division of Associated Credit Union
One Coca Cola Plaza USA 3 A6024
Atlanta, GA. 30313
Phone: 404-515-3079
Email: [email protected]
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MISSION STATEMENT
I work with individuals and families to help improve retirement outcomes through comprehensive planning, investment guidance, and ongoing communication. My approach focuses on helping clients prepare for retirement with strategies that evolve as their goals and circumstances change.
In addition to retirement and investment planning, I also provide insurance solutions for individuals, families, and businesses. By coordinating financial and insurance strategies, I help clients align preservation, income planning, tax-efficient strategies, and asset allocation within a cohesive financial plan.
Each plan is customized and reviewed over time, with the goal of helping clients preserve their assets, manage risk, and move toward retirement with clarity and confidence.
PROFESSIONAL SPECIALTIES
- Retirement planning and investment guidance for individuals and families, with an emphasis on long-term planning and ongoing review.
- Insurance planning for individuals, families, and businesses, coordinated with overall financial strategies.
- Guidance on employer-sponsored retirement plans, education funding, estate conservation strategies, and general wealth management considerations.
QUALIFICATIONS
- Vice President, Wealth Management
- CERTIFIED FINANCIAL PLANNER®
- Holds FINRA Series 7, 65, and 66 securities licenses with LPL Financial
- Holds life & health insurance licenses from AK, AL, AR, AZ, CA, CO, FL, GA, IL, KY, LA, MD, MI, NC, NJ, NY, OH, PA, SC, TN, TX, WA
EDUCATION
Graduated from Northwood University, Bachelor of Business Administration
PERSONAL
Ron Huck possesses two decades of experience in Wealth Management, with a specialization in Financial and Retirement Planning. He previously held the position of Director of Operations at Footstar. In his personal pursuits, Mr. Huck enjoys golfing and baseball, and he is an avid supporter of the Atlanta Braves.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Associated Credit Union, Coca-Cola Credit Union, and MEMBERS Financial Services are not registered as broker-dealer or investment advisor. Registered representatives of LPL offer products and services using MEMBERS Financial Services, and may also be employees of Associated Credit Union or Coca-Cola Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Associated Credit Union, Coca-Cola Credit Union, or MEMBERS Financial Services. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |
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The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state
Your Credit Union (“Financial Institution") provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html
