Gregory Rolfes (CRD# 3271782) is an Investment Advisor Representative working at The Retirement Group, LLC in Saint Louis, MO and has over 24 years of experience in the finance industry.
CRD# 1018380
Cutter & Company, Inc.
CRD# 6306558
Toberman Becker Wealth, LLC
CRD# 5259774
Moneta Group Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | St Louis, MO | Nov 2023 - Current | < 1 |
| Gregory Rolfes Cpa Pc | St. Louis, MO | Jul 2000 - Current | 23 |
| Fsc Securities Corporation | St. Louis, MO | Nov 2001 - Nov 2023 | 22 |
| Butler Associates Financial Planners, Inc. | St. Louis, MO | Dec 2014 - Mar 2019 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1999 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2014 |
- MO
-
Total Assets Under Management544MILLIONS
-
Total Number of Accounts1,773ACCOUNTS
-
Average Account Value$307,080
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, FL, ID, IL, IN, LA, MI, MO, MS, NC, NE, NJ, NM, NV, NY, OK, OR, SD, TX, UT, VA, WA
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