Unclaimed Profile

Amber Rae Roemer

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

Clean recordCAPITAL 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.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

CAPITAL CONSULTING & ASSET MANAGEMENT, INC.

CAPITAL CONSULTING & ASSET MANAGEMENT

AUM

$296M

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 5536850

Firm CRD# 41438

View on FINRA BrokerCheck →

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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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