Unclaimed Profile

Amber Rae Roemer

CAPITAL CONSULTING & ASSET MANAGEMENT, INC.·LINCOLN, Nebraska

SIE, Series 6TO, Series 63, Series 65Clean record11 years registeredCAPITAL CONSULTING & ASSET MANAGEMENT, INC.

140 N. 8TH STREET, LINCOLN, NE 68508CRD# 5536850Firm CRD# 41438

Profile Verification

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

Identity

Amber Rae Roemer · LINCOLN, NE

Registration

CRD #5536850 · CAPITAL CONSULTING & ASSET MANAGEMENT, INC. · 11 years registered

Brand Profile

Not yet started

Career History

CAPITAL CONSULTING & ASSET MANAGEMENT

Aug 2015 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 6TO

Series 63

Series 65

Registration record

First registered · August 13, 2015

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAPITAL CONSULTING & ASSET MANAGEMENT, INC.

CRD 41438 · SEC 801-52357

AUM

$296M

Regulatory assets under management

Employees

1,490 client accounts

Services offered by CAPITAL CONSULTING & ASSET MANAGEMENT, INC.

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 CAPITAL CONSULTING & ASSET MANAGEMENT, INC. →

Introduction

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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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