Peter Rothamel, financial advisor Urbandale IA

Peter Rothamel

CRD 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.

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Company Name Location Dates Years
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
Disclosure Information

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
Contact Info for Peter J. Rothamel
Phone Number: 515-491-5380
Firm Website:
Registered State(s):
  • IA
  • MN
  • TX
Current Firm Details
Rothamel Wealth Management, LLC
Firm's CRD Number: 302081
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
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States


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