Michael Romanoski, financial advisor Wellington OH

Michael Romanoski

CRD Number: 2605871
Current Firm: Transamerica Retirement Advisors, LLC

Michael Romanoski (CRD# 2605871) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Wellington, OH and has over 25 years of experience in the finance industry.

Similar Advisors
Richard Gerbracht, financial advisor Wellington OH
Richard M. Gerbracht
CRD# 5310387
Lpl Financial LLC
Similar Advisors
Michael Abfall, financial advisor Wellington OH
Michael F. Abfall
CRD# 2820363
Edward Jones
Similar Advisors
Erica Acheson-Dunay, financial advisor Wellington OH
Erica L. Acheson-Dunay
CRD# 5247687
Key Investment Services LLC
Company Name Location Dates Years
Transamerica Retirement Solutions Wellington, OH Jan 2017 - Current 7
Transamerica Investors Securities Corporation Wellington, OH Jan 2017 - Current 7
Koru Fiber & Dairy Wellington, OH Oct 2009 - Current 14
Pnc Investments New London, OH Apr 2010 - Nov 2016 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1999
S65 NASAA Investment Advisors Law Examination Oct 1998
S66 NASAA Uniform Combined State Law Examination Mar 2013
Contact Info for Michael Romanoski
Phone Number: 866-368-0566
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    10,355
    MILLIONS
  • Total Number of Accounts
    147,144
    ACCOUNTS
  • Average Account Value
    $70,371
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from Michael Romanoski and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.