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Amber Rae Roemer

CAPITAL CONSULTING & ASSET MANAGEMENT, INC.·LINCOLN, Nebraska
Unclaimed Profile
140 N. 8TH STREET, LINCOLN, NE 68508CRD# 5536850Firm CRD# 41438
01

About

Amber Rae Roemer is a registered financial advisor based in LINCOLN, Nebraska, affiliated with CAPITAL CONSULTING & ASSET MANAGEMENT, INC.. 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
03

Firm Overview

Firm
CAPITAL CONSULTING & ASSET MANAGEMENT, INC.
CAPITAL CONSULTING & ASSET MANAGEMENT
AUM
$296M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at CAPITAL CONSULTING & ASSET MANAGEMENT, INC. →
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
Regulatory
SEC/IARD CRD# 5536850
Firm CRD# 41438
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Amber Rae Roemer offer?
Amber Rae Roemer specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LINCOLN, Nebraska for a consultation.
What are Amber Rae Roemer's credentials?
Amber Rae Roemer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Amber Rae Roemer located?
Amber Rae Roemer is based in LINCOLN, Nebraska, working with CAPITAL CONSULTING & ASSET MANAGEMENT, INC.. Their office serves clients in the LINCOLN metropolitan area and surrounding communities.
How does Amber Rae Roemer charge for services?
Amber Rae Roemer's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAPITAL CONSULTING & ASSET MANAGEMENT, INC.?
CAPITAL CONSULTING & ASSET MANAGEMENT, INC. has approximately 8 employees and manages $296M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Nebraska
OMAHA (429)NORTH PLATTE (20)LA VISTA (19)LAVISTA (14)GRAND ISLAND (10)
City Guides
OMAHA GuideNORTH PLATTE GuideLA VISTA GuideLAVISTA GuideGRAND ISLAND Guide
Research
Advisor Fees in NebraskaNational Fee Analysis
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