Unclaimed Profile

Jane Roggensack

OAK CITY CONSULTING, LLC·RALEIGH, North Carolina

Clean recordOAK CITY CONSULTING, LLC

517 WILD ROSE COURT, RALEIGH, NC 27615CRD# 6033747Firm CRD# 162220

Profile Verification

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

Identity

Jane Roggensack · RALEIGH, NC

Registration

CRD #6033747 · OAK CITY CONSULTING, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Investment Management

Wealth Management

Client Types

Individuals

Introduction

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Firm Overview

Firm

OAK CITY CONSULTING, LLC

AUM

$783M

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Other: LICENSE FEE

Regulatory

SEC/IARD CRD# 6033747

Firm CRD# 162220

View on FINRA BrokerCheck →

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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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