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Michael Robert Roeser

MICHAEL R ROESER AND ASSOCIATES, INC.·LIBERTYVILLE, Illinois
MICHAEL R ROESER AND ASSOCIATES, INC.
1206 E PARK AVE, LIBERTYVILLE, IL 60048CRD# 1304673Firm CRD# 115606

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Robert Roeser · LIBERTYVILLE, IL
Registration
CRD #1304673 · MICHAEL R ROESER AND ASSOCIATES, INC.
Brand Profile
Not yet started
Disclosure history
3 disclosures on file · See FINRA BrokerCheck for full record
01

About

Michael Robert Roeser is a registered financial advisor based in LIBERTYVILLE, Illinois, affiliated with MICHAEL R ROESER AND ASSOCIATES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

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03

Firm Overview

Firm
MICHAEL R ROESER AND ASSOCIATES, INC.
BEDFORD FINANCIAL GROUP, INC.
AUM
$79M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at MICHAEL R ROESER AND ASSOCIATES, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1304673
Firm CRD# 115606
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael Robert Roeser offer?
Michael Robert Roeser specializes in Financial Planning, Investment Management. Contact their office in LIBERTYVILLE, Illinois for a consultation.
What are Michael Robert Roeser's credentials?
Michael Robert Roeser is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Robert Roeser located?
Michael Robert Roeser is based in LIBERTYVILLE, Illinois, working with MICHAEL R ROESER AND ASSOCIATES, INC.. Their office serves clients in the LIBERTYVILLE metropolitan area and surrounding communities.
How does Michael Robert Roeser charge for services?
Michael Robert Roeser'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 MICHAEL R ROESER AND ASSOCIATES, INC.?
MICHAEL R ROESER AND ASSOCIATES, INC. has approximately 1 employees and manages $79M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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