Jacqueline Roessler, financial advisor Southfield MI

Jacqueline Roessler

CRD Number: 3049014
Current Firm: Center For Financial Planning Inc.

Jacqueline Roessler (CRD# 3049014) is an Investment Advisor Representative working at Center For Financial Planning Inc. in Southfield, MI and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Institute For Certified Divorced Planners Boulder, CO Jan 1999 - Current 22
Hantz Financial Services Inc. Southfield, MI Jul 1998 - Current 23
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2018
Contact Info for Jacqueline B. Roessler
Phone Number: (248)948-7900
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    1,288
    MILLIONS
  • Total Number of Accounts
    3,242
    ACCOUNTS
  • Average Account Value
    $397,280
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, CT, FL, GA, IL, IN, KY, MA, MI, MN, MO, NC, NH, NM, NY, OH, OR, PA, SC, TX, VA

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