Peter Rothamel (CRD# 4177891) is an Investment Advisor Representative working at Rothamel Wealth Management, LLC in Urbandale, IA and has over 23 years of experience in the finance industry.
CRD# 6104973
Black Mammoth LLC
CRD# 6935071
Thrivent Investment Management Inc.
CRD# 4343046
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rothamel Wealth Management, LLC | Urbandale, IA | Apr 2019 - Current | 5 |
| Successful Resource Management, Ltd. | Urbandale, IA | May 2013 - Current | 10 |
| Investacorp Inc. | Miami, FL | Nov 2013 - Sep 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2000 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2005 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- IA
- MN
- TX
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Total Assets Under Management37MILLIONS
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Total Number of Accounts291ACCOUNTS
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Average Account Value$125,696
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
IA, MN, TX
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