Unclaimed Profile

Kelly L. Roemers

STATHEROS FINANCIAL SOLUTIONS, INC.·EL DORADO HILLS, California

Clean recordSTATHEROS FINANCIAL SOLUTIONS, INC.

1107 INVESTMENT BLVD., STE. 135, EL DORADO HILLS, CA 95762CRD# 4387930Firm CRD# 306217

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kelly L. Roemers · EL DORADO HILLS, CA

Registration

CRD #4387930 · STATHEROS FINANCIAL SOLUTIONS, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Kelly L. Roemers is a registered financial advisor based in EL DORADO HILLS, California, affiliated with STATHEROS FINANCIAL SOLUTIONS, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

STATHEROS FINANCIAL SOLUTIONS, INC.

AUM

$705M

Regulatory assets under management

Employees

Total firm employees

View all advisors at STATHEROS FINANCIAL SOLUTIONS, INC. →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 4387930

Firm CRD# 306217

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kelly L. Roemers offer?

Kelly L. Roemers specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in EL DORADO HILLS, California for a consultation.

What are Kelly L. Roemers's credentials?

Kelly L. Roemers is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kelly L. Roemers located?

Kelly L. Roemers is based in EL DORADO HILLS, California, working with STATHEROS FINANCIAL SOLUTIONS, INC.. Their office serves clients in the EL DORADO HILLS metropolitan area and surrounding communities.

How does Kelly L. Roemers charge for services?

Kelly L. Roemers's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STATHEROS FINANCIAL SOLUTIONS, INC.?

STATHEROS FINANCIAL SOLUTIONS, INC. has approximately 15 employees and manages $705M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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