Joyce Rolfes (CRD# 2477586) is an Investment Advisor Representative working at Five Peaks Financial Consulting, Inc. in Phoenix, AZ and has over 29 years of experience in the finance industry. Joyce Rolfes 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# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cm Rolfes Trust | Phoenix, NE | Mar 2012 - Current | 12 |
| An Rolfes Trust | Phoenix, AZ | Mar 2012 - Current | 12 |
| Desert Botanical Garden | Phoenix, AZ | Oct 2010 - Current | 13 |
| United Planners Financial Services | Scottsdale, AZ | Sep 1999 - Current | 24 |
| Five Peaks Financial Consulting, Inc. | Phoenix, AZ | Jan 1999 - Current | 25 |
| Five Peaks Financial Consulting, Inc. | Phoenix, AZ | Jan 1999 - Current | 25 |
| Five Peaks Financial Consulting, Inc. | Phoenix, AZ | Jan 1999 - Current | 25 |
| Joyce Rolfes | Phoenix, AZ | Jan 1999 - Current | 25 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1994 |
| S65 | NASAA Investment Advisors Law Examination | Feb 1999 |
- AZ
- TX
-
Total Assets Under Management87MILLIONS
-
Total Number of Accounts45ACCOUNTS
-
Average Account Value$1,932,581
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, TX
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