William Rolf, financial advisor Lincoln NE

William Rolf

CRD Number: 6711642
Current Firm: Capital Consulting & Asset Management

William Rolf (CRD# 6711642) is an Investment Advisor Representative working at Capital Consulting & Asset Management in Lincoln, NE and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Capital Consulting & Asset Management Lincoln, NE Mar 2018 - Current 3
Cor Clearing, LLC Omaha, NE Oct 2016 - Mar 2018 1
The Rwc Group Lincoln, NE Jun 2016 - Sep 2016 < 1
World's Foremost Bank Lincoln, NE Dec 2015 - Aug 2016 < 1
Student Omaha, NE Aug 2008 - May 2016 7
Nelnet, Inc. Lincoln, NE Jul 2014 - Oct 2015 1
Cdw Lincoln, NE Feb 2014 - Sep 2015 1
Marine Corps Omaha, NE May 2012 - Apr 2014 1
Pentagon Federal Credit Union Papillion, NE Mar 2013 - Jul 2013 < 1
Omaha Steaks Omaha, NE Oct 2012 - Dec 2012 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2018
Contact Info for William A. Rolf
Phone Number: 402-477-2500
Firm Website: http://www.ccam.net/
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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 businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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