John Roessig, financial advisor Greeley CO

John Roessig

CRD Number: 1501738
Current Firm: United Planners' Financial Services Of America A Limited Partner

John Roessig (CRD# 1501738) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Greeley, CO and has over 36 years of experience in the finance industry. John Roessig has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
United Planners Financial Services Scottsdale, AZ Jan 2016 - Current 8
Masters At Lake Plaza LLC Greeley, CO Dec 2015 - Current 8
Masters At Lake Plaza Llc Millennium Financial Greeley, CO Dec 2015 - Current 8
Masters At Lake Plaza Llc Millennium Financial Greeley, CO Dec 2015 - Current 8
Knights Of Columbus Greeley, CO Jan 1995 - Current 29
Knights Of Columbus Greeley, CO Jan 1995 - Current 29
John Robert Roessig Independent Insurance Greeley, CO Oct 1985 - Current 38
John Robert Roessig Greeley, CO Oct 1985 - Current 38
The Master's Financial Group Inc. Greeley, CO Dec 2015 - Oct 2016 < 1
Cjr St. Michaels, LLC Greeley, CO Mar 2013 - Sep 2016 3
Moneymen Of St. Michaels, LLC Greeley, CO Oct 2007 - Sep 2016 8
Securities America, Inc. Greeley, CO Nov 2014 - Jan 2016 1
Securities America Advisors, Inc. Greeley, CO Nov 2014 - Jan 2016 1
The Masters Agency Inc. Greeley, CO Dec 1985 - Dec 2015 30
Sunset Financial Services, Inc. Greeley, CO Sep 1995 - Nov 2014 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1987
Contact Info for John R. Roessig
Phone Number: 480-991-0225
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    6,086
    MILLIONS
  • Total Number of Accounts
    50,361
    ACCOUNTS
  • Average Account Value
    $120,841
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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