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Jane Roggensack

OAK CITY CONSULTING, LLC·RALEIGH, North Carolina
Unclaimed Profile
517 WILD ROSE COURT, RALEIGH, NC 27615CRD# 6033747Firm CRD# 162220
01

About

Jane Roggensack is a registered financial advisor based in RALEIGH, North Carolina, affiliated with OAK CITY CONSULTING, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
OAK CITY CONSULTING, LLC
OAK CITY CONSULTING, LLC
AUM
$783M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at OAK CITY CONSULTING, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Other: LICENSE FEE
Regulatory
SEC/IARD CRD# 6033747
Firm CRD# 162220
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jane Roggensack offer?
Jane Roggensack specializes in Investment Management, Wealth Management. Contact their office in RALEIGH, North Carolina for a consultation.
What are Jane Roggensack's credentials?
Jane Roggensack is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jane Roggensack located?
Jane Roggensack is based in RALEIGH, North Carolina, working with OAK CITY CONSULTING, LLC. Their office serves clients in the RALEIGH metropolitan area and surrounding communities.
How does Jane Roggensack charge for services?
Jane Roggensack's firm is compensated through percentage of aum, other: license fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OAK CITY CONSULTING, LLC?
OAK CITY CONSULTING, LLC has approximately 6 employees and manages $783M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in North Carolina
CHARLOTTE (678)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)ASHEVILLE (94)
City Guides
CHARLOTTE GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM GuideASHEVILLE Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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