Cy Rolfs (CRD# 7324738) is an Investment Advisor Representative working at Edward Jones in Lyons, KS and has over 3 years of experience in the finance industry.
CRD# 5528441
Lpl Financial LLC
CRD# 3026795
Securities America Advisors, Inc.
CRD# 5798470
Widener & Asher Asset Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | May 2023 - Current | < 1 |
| Lpl Financial LLC | Mcpherson, KS | Feb 2021 - Apr 2023 | 2 |
| Peoples Bank And Trust | Mcpherson, KS | Sep 2017 - Apr 2023 | 5 |
| Lyons Federal Bank | Lyons, KS | Dec 2014 - Aug 2017 | 2 |
| Mid Kansas Coop | Galva, KS | Jun 2013 - Nov 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2021 |
- KS
- TX
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Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- 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)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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