Kyle Rohrwasser (CRD# 5671064) is an Investment Advisor Representative working at Vantage Financial Partners Limited in Arlington Heights, IL and has over 5 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Vantage | Arlington Heights, IL | Apr 2021 - Current | 3 |
| Ameriprise Financial Services, Inc. | Schaumburg, IL | Dec 2019 - Mar 2021 | 1 |
| Unemployed | Palatine, IL | Apr 2019 - Dec 2019 | < 1 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Feb 2019 - Apr 2019 | < 1 |
| Steve Mengyan | Vernon Hills, IL | May 2018 - Apr 2019 | < 1 |
| Northwestern Mutual Investment Services LLC | Vernon Hills, IL | May 2018 - Apr 2019 | < 1 |
| Steve Mengyan | Vernon Hills, IL | Jan 2017 - May 2018 | 1 |
| Vantage Financial | Arlington Heights, IL | May 2012 - Jan 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2018 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2024 |
- IL
-
Total Assets Under Management572MILLIONS
-
Total Number of Accounts1,018ACCOUNTS
-
Average Account Value$562,311
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, CO, FL, IL, IN, NH, TN, TX, WI
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