AdvisorOS Directory
Claim Profile
Unclaimed Profile
RR

Roger Allan Roemmich

ROKA WEALTH STRATEGISTS, LLC·ROSWELL, Georgia
Clean recordROKA WEALTH STRATEGISTS, LLC
1901 MACY DRIVE, ROSWELL, GA 30076CRD# 1293322Firm CRD# 143560

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Roger Allan Roemmich · ROSWELL, GA
Registration
CRD #1293322 · ROKA WEALTH STRATEGISTS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Roger Allan Roemmich is a registered financial advisor based in ROSWELL, Georgia, affiliated with ROKA WEALTH STRATEGISTS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Roger

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Roger is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
ROKA WEALTH STRATEGISTS, LLC
ROKA WEALTH STRATEGISTS
AUM
$48M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at ROKA WEALTH STRATEGISTS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1293322
Firm CRD# 143560
View on FINRA BrokerCheck →

Looking for a financial advisor in ROSWELL?

Browse all registered financial advisors in ROSWELL, Georgia or claim this profile if it's yours.

Browse ROSWELL AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Roger Allan Roemmich offer?
Roger Allan Roemmich specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ROSWELL, Georgia for a consultation.
What are Roger Allan Roemmich's credentials?
Roger Allan Roemmich is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Roger Allan Roemmich located?
Roger Allan Roemmich is based in ROSWELL, Georgia, working with ROKA WEALTH STRATEGISTS, LLC. Their office serves clients in the ROSWELL metropolitan area and surrounding communities.
How does Roger Allan Roemmich charge for services?
Roger Allan Roemmich's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ROKA WEALTH STRATEGISTS, LLC?
ROKA WEALTH STRATEGISTS, LLC has approximately 1 employees and manages $48M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at ROKA WEALTH STRATEGISTS, LLC

Kari M March
ROSWELL, GA

More Advisors in ROSWELL, Georgia

George Wyly Morris
PPA ADVISORY SERVICES, INC.·ROSWELL, GA
Lisa Arrington
HOWARD CAPITAL MANAGEMENT, INC.·ROSWELL, GA
Randall Earl Schroeder
RONALD BLUE & CO LLC·ROSWELL, GA
Charles Joseph Costa
PROFESSIONAL PLANNING ADVISORS, LLC·ROSWELL, GA
James Timothy Hickey
GROWTH LENDING LLC·ROSWELL, GA
Randy Lee Berry
PROFESSIONAL ADVISORY GROUP, INC.·ROSWELL, GA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Georgia
ATLANTA (1522)ALPHARETTA (156)MARIETTA (59)DULUTH (41)SAVANNAH (40)COLUMBUS (26)AUGUSTA (26)ATHENS (25)THOMASVILLE (22)WATKINSVILLE (21)
City Guides
ATLANTA GuideALPHARETTA GuideMARIETTA GuideDULUTH GuideSAVANNAH Guide
Research
Advisor Fees in GeorgiaNational Fee Analysis
Request removal of this profile