Unclaimed Profile

Paul B Rohr

GAINLINE FINANCIAL PARTNERS, LLC·LOUISVILLE, Colorado

SIE, Series 7, Series 6612 years registeredGAINLINE FINANCIAL PARTNERS, LLC

917 FRONT STREET, LOUISVILLE, CO 80027CRD# 6249565Firm CRD# 326716

Profile Verification

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

Identity

Paul B Rohr · LOUISVILLE, CO

Registration

CRD #6249565 · GAINLINE FINANCIAL PARTNERS, LLC · 12 years registered

Brand Profile

Not yet started

Career History

GAINLINE FINANCIAL PARTNERS, LLC

Jun 2023 – present

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Apr 2016 – Jun 2023

BOULDER, CO

MORGAN STANLEY

Mar 2014 – May 2016

BOULDER, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · March 17, 2014

Years registered · 12

Disclosure History

2024Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

GAINLINE FINANCIAL PARTNERS, LLC

CRD 326716 · SEC 801-128065

AUM

$221M

Regulatory assets under management

Employees

662 client accounts

Services offered by GAINLINE FINANCIAL PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at GAINLINE FINANCIAL PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Paul B Rohr offer?

Paul B Rohr specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LOUISVILLE, Colorado for a consultation.

What are Paul B Rohr's credentials?

Paul B Rohr is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Paul B Rohr located?

Paul B Rohr is based in LOUISVILLE, Colorado, working with GAINLINE FINANCIAL PARTNERS, LLC. Their office serves clients in the LOUISVILLE metropolitan area and surrounding communities.

How does Paul B Rohr charge for services?

Paul B Rohr's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GAINLINE FINANCIAL PARTNERS, LLC?

GAINLINE FINANCIAL PARTNERS, LLC has approximately 6 employees and manages $221M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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