Levi Rogeness (CRD# 7653908) is an Investment Advisor Representative working at Greenstone Wealth Management in Forest City, IA and has 1 year of experience in the finance industry.
CRD# 6323477
Lpl Financial LLC
CRD# 4433085
Intellicents Investment Solutions Inc.
CRD# 2997071
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Winnebago Industries | Forest City, IA | Apr 2021 - Current | 3 |
| Unemployed | Forest City, IA | Jul 2019 - Apr 2021 | 1 |
| Kingland Systems | Ames, IA | Feb 2018 - Jul 2019 | 1 |
| Unemployed | Forest City, IA | Jul 2017 - Feb 2018 | < 1 |
| Winnebago Industries | Forest City, IA | Jun 2015 - Jun 2017 | 2 |
| Shooterz Bar And Grill | Forest City, IA | Aug 2014 - May 2015 | < 1 |
| Student | Forest City, IA | Sep 2011 - Aug 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2023 |
- IA
-
Total Assets Under Management25MILLIONS
-
Total Number of Accounts87ACCOUNTS
-
Average Account Value$286,915
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
IA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.