Gary Rolain, financial advisor Green Bay WI
90 score

Gary Rolain

CRD Number: 6253990
Current Firm: Kellogg Asset Management, LLC

Gary Rolain (CRD# 6253990) is an Investment Advisor Representative working at Kellogg Asset Management, LLC in Green Bay, WI and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Kellogg Asset Management Green Bay, WI Sep 2013 - Current 3
Associated Trust Company Green Bay, WI Jan 2007 - Current 9
Associated Investment Management Green Bay, WI Jan 2007 - Dec 2012 5
North Central Trust Co La Crosse, WI Mar 2003 - Jan 2007 3

Gary Rolain has no recent exams reported.
Contact Info for Gary L. Rolain
Phone Number: 800-236-0082
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    1,533
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $383,367,504
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

WI

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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