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Ross Phillip Roggensack

OAK CITY CONSULTING, LLC·WAKE FOREST, North Carolina
Clean recordOAK CITY CONSULTING, LLC
214 E JONES AVE, WAKE FOREST, NC 27587CRD# 2088668Firm CRD# 162220

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Ross Phillip Roggensack · WAKE FOREST, NC
Registration
CRD #2088668 · OAK CITY CONSULTING, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Ross Phillip Roggensack is a registered financial advisor based in WAKE FOREST, 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
Introduction

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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# 2088668
Firm CRD# 162220
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Ross Phillip Roggensack offer?
Ross Phillip Roggensack specializes in Investment Management, Wealth Management. Contact their office in WAKE FOREST, North Carolina for a consultation.
What are Ross Phillip Roggensack's credentials?
Ross Phillip Roggensack is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ross Phillip Roggensack located?
Ross Phillip Roggensack is based in WAKE FOREST, North Carolina, working with OAK CITY CONSULTING, LLC. Their office serves clients in the WAKE FOREST metropolitan area and surrounding communities.
How does Ross Phillip Roggensack charge for services?
Ross Phillip 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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Other Advisors at OAK CITY CONSULTING, LLC

Melissa Clapp Smith
WAKE FOREST, NC
Christina Jean Baucom
WAKE FOREST, NC
Jane Roggensack
RALEIGH, NC

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)ASHEVILLE (94)WINSTON-SALEM (76)WILMINGTON (48)CARY (30)CORNELIUS (23)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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