Rosalie Mathers (CRD# 6386118) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Menomonee Falls, WI and has over 8 years of experience in the finance industry. Rosalie Mathers 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.
CRD# 170
Mutual Of Omaha Investor Services, Inc.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Valmark Advisers, Inc. | Akron, OH | May 2018 - Current | 5 |
| Valmark Securities, Inc. | Akron, OH | Feb 2018 - Current | 6 |
| Mp&h Financial Group LLC | Libertyville, IL | Jun 2016 - Mar 2018 | 1 |
| Uw-oshkosh | Oshkosh, WI | Aug 1992 - May 2016 | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2016 |
| S63 | Uniform Securities State Law Examination | Mar 2018 |
- CO
- FL
- IL
- MN
- TX
- WI
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Total Assets Under Management7,030MILLIONS
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Total Number of Accounts17,262ACCOUNTS
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Average Account Value$407,229
- 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
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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