Roderick Weller, financial advisor Panora IA
87 score

Roderick Weller

CRD Number: 1148942
Current Firm: Brokers Financial

Roderick Weller (CRD# 1148942) is an Investment Advisor Representative working at Brokers Financial in Panora, IA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Brokers International Financial Services Wilmington, OH Nov 2013 - Current 3
Weller's Estate Planning & Insurance Middletown, OH Nov 2006 - Current 10
Weller's Estate And Business Planning Middletown, OH Aug 1999 - Current 17
Primesolutions Securities, Inc. Cleveland, OH Jul 2011 - Dec 2011 < 1
Usallianz Securities, Inc. Minneapolis, MN Aug 2006 - Nov 2006 < 1

Roderick Weller has no recent exams reported.
Contact Info for Roderick M. Weller
Phone Number: 641-755-4635
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    167
    MILLIONS
  • Total Number of Accounts
    1,753
    ACCOUNTS
  • Average Account Value
    $95,501
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
87
Clean Record
This advisor has a clean track record with regulators.

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