Jeffrey RochonCRD Number: 5912987
Current Firm: Denali Wealth Management, Inc.
Jeffrey Rochon (CRD# 5912987) is an Investment Advisor Representative working at Denali Wealth Management, Inc. in Milwaukee, WI and has over 5 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
Cedarpoint Investment Advisors, Inc.
|Denali Wealth Management Inc.||Glendale, WI||Apr 2011 - Current||5|
|Creative Nrg LLC||Muskego, WI||Jun 2008 - Current||8|
|Global Puclishers||Milwaukee, WI||Nov 2005 - Feb 2010||4|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Apr 2011|
Total Assets Under Management213MILLIONS
Total Number of Accounts286ACCOUNTS
Average Account Value$743,706
- 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 businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
LA, MN, TX, WI