Lay RosenheimerCRD Number: 1109522
Current Firm: B. C. Ziegler And Company
Lay Rosenheimer (CRD# 1109522) is an Investment Advisor Representative working at B. C. Ziegler And Company in West Bend, WI and has over 33 years of experience in the finance industry.
Convergence Investment Partners, LLC
Reinhart Partners, Inc.
Harbour Investments, Inc.
|B.c. Ziegler And Company||West Bend, WI||Sep 2013 - Current||3|
|Unemployed||West Bend, WI||Sep 2011 - Sep 2013||2|
|Robert W Baird & Co||Milwaukee, WI||Mar 2002 - Sep 2011||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1983|
Total Assets Under Management412MILLIONS
Total Number of Accounts1,826ACCOUNTS
Average Account Value$225,791
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, GA, IA, IL, IN, MD, MI, MN, MO, NC, NJ, NV, NY, OH, OR, PA, TN, TX, VA, WA, WI