Peter RothamelCRD Number: 4177891
Current Firm: Rothamel Wealth Management, LLC
Peter Rothamel (CRD# 4177891) is an Investment Advisor Representative working at Rothamel Wealth Management, LLC in Urbandale, IA and has over 22 years of experience in the finance industry.
Thrivent Investment Management Inc.
Fsc Securities Corporation
Foster Group, Inc.
|Rothamel Wealth Management, LLC||Urbandale, IA||Apr 2019 - Current||3|
|Successful Resource Management, Ltd.||Urbandale, IA||May 2013 - Current||9|
|Investacorp Inc.||Miami, FL||Nov 2013 - Sep 2018||4|
|Broker Dealer Financial Services Corp.||West Des Moines, IA||Jul 2010 - Nov 2013||3|
|Investment Advisors Corp.||West Des Moines, IA||Jul 2010 - May 2013||2|
|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, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management33MILLIONS
Total Number of Accounts267ACCOUNTS
Average Account Value$124,103
- 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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