Brian Roehl, financial advisor Troy MI
96 score

Brian Roehl

CRD Number: 1078681
Current Firm: Ljpr Financial Advisors

Brian Roehl (CRD# 1078681) is an Investment Advisor Representative working at Ljpr Financial Advisors in Troy, MI and has over 33 years of experience in the finance industry. Brian Roehl 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.

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Professional Designations
Company Name Location Dates Years
Ljpr, LLC Troy, MI Jun 1989 - Current 27
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1983
Contact Info for Brian J. Roehl
Phone Number: 248-641-7400
Registered State(s):
  • MI
  • OH
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States


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

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