Be advised. This advisor is no longer registered as an Independent Advisor Representative. They may still be registered as a broker.
Roger Willroth, financial advisor Ames IA
86 score

Roger Willroth

CRD Number: 3045269
Current Firm: Marrs Wealth Management, LLC

Roger Willroth (CRD# 3045269) is an Investment Advisor Representative working at Marrs Wealth Management, LLC in Ames, IA and has over 18 years of experience in the finance industry.

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Investment Advisors
Professional Designations
Company Name Location Dates Years
Marrs Wealth Management, Llc (152280) Ames, IA Dec 2009 - Current 6
Ameriprise Financial Ames, IA Apr 1998 - Dec 2009 11
Ids Life Insurance Company Ames, IA Apr 1998 - Jul 2006 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1998
S65 NASAA Investment Advisors Law Examination Jun 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Roger I. Willroth
Phone Number: 515-233-0307
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States


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