Rolf Trautsch, financial advisor Pacific Grove CA
86 score

Rolf Trautsch

CRD Number: 1219010
Current Firm: C & T Financial Services Group, Inc.

Rolf Trautsch (CRD# 1219010) is an Investment Advisor Representative working at C & T Financial Services Group, Inc. in Pacific Grove, CA and has over 30 years of experience in the finance industry. Rolf Trautsch 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.

Similar Advisors
Russell Fletcher, financial advisor Pacific Grove CA
Russell L. Fletcher
CRD# 1787137
J.p. Morgan Securities LLC
Similar Advisors
Lance Wexler, financial advisor Pacific Grove CA
Lance A. Wexler
CRD# 2543364
Nexus Wealth Advisors, LLC
Similar Advisors
Dorothy Belville, financial advisor Pacific Grove CA
Dorothy M. Belville
CRD# 718668
Cetera Advisors LLC
Professional Designations
Company Name Location Dates Years
C & T Financial Services Group, Inc. Pacific Grove, CA Aug 2003 - Current 13
Royal Alliance Associates, Inc. Pacific Grove, CA Nov 1989 - Current 26
Whjr Associates Campbell, CA Oct 2012 - Jun 2015 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1986
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Rolf A. Trautsch
Phone Number: 831-375-3990
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Commissions
Advisory Services Offered
  • Financial planning services
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from Rolf Trautsch and other advisors.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.