Roger Schalnat, financial advisor Dayton OH
93 score

Roger Schalnat

CRD Number: 1844941
Current Firm: Tudor Financial, Inc.

Roger Schalnat (CRD# 1844941) is an Investment Advisor Representative working at Tudor Financial, Inc. in Dayton, OH and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Westminster Financial Securities, Inc. Vandalia, OH Oct 1986 - Current 30
Brazie Financial Services Vandalia, OH Oct 1986 - Current 30
Lutheran Social Services (non Profit Org Centerville, OH Jul 1979 - Current 37
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2001
Contact Info for Roger G. Schalnat
Phone Number: 937-439-9292
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    75
    MILLIONS
  • Total Number of Accounts
    405
    ACCOUNTS
  • Average Account Value
    $184,094
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

LA, OH

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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