Fieldman, Rolapp Financial Services, LLC

Fieldman, Rolapp Financial Services, LLC (CRD# 114911) is a financial advisory firm headquartered in Irvine, CA. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Fieldman, Rolapp Financial Services, LLC
Showing 1 - 9 of 9 top financial advisors.
1
Adam S. Bauer
CRD#: 4996573
19900 Macarthur Boulevard, Suite 1100, Irvine, CA 92612
93
Wealthminder
score

Adam Bauer (CRD# 4996573) is an Investment Advisor Representative working at Fieldman, Rolapp Financial Services, LLC in Irvine, CA and has over 11 years of experience in the finance industry.

2
Thomas M. Demars
CRD#: 1632998
19900 Macarthur Blvd., Suite 1100, Irvine, CA 92612
93
Wealthminder
score

Thomas Demars (CRD# 1632998) is an Investment Advisor Representative working at Fieldman, Rolapp Financial Services, LLC in Irvine, CA and has over 17 years of experience in the finance industry.

3
James V. Fabian
CRD#: 4548861
19900 Macarthur Blvd., Suite 1100, Irvine, CA 92612
93
Wealthminder
score

James Fabian (CRD# 4548861) is an Investment Advisor Representative working at Fieldman, Rolapp Financial Services, LLC in Irvine, CA and has over 17 years of experience in the finance industry.

4
Thomas G. Johnsen
CRD#: 1452756
19900 Macarthur Blvd., Suite 1100, Irvine, CA 92612
93
Wealthminder
score

Thomas Johnsen (CRD# 1452756) is an Investment Advisor Representative working at Fieldman, Rolapp Financial Services, LLC in Irvine, CA and has over 16 years of experience in the finance industry.

5
Joshua J. Lentz
CRD#: 5273131
19900 Macarthur Boulevard, Suite 1100, Irvine, CA 92612
93
Wealthminder
score

Joshua Lentz (CRD# 5273131) is an Investment Advisor Representative working at Fieldman, Rolapp Financial Services, LLC in Irvine, CA and has over 10 years of experience in the finance industry.

6
Paul D. Pender
CRD#: 5311738
19900 Macarthur Boulevard, Suite 1100, Irvine, CA 92612
93
Wealthminder
score

Paul Pender (CRD# 5311738) is an Investment Advisor Representative working at Fieldman, Rolapp Financial Services, LLC in Irvine, CA and has over 10 years of experience in the finance industry.

7
Robert A. Porr
CRD#: 2802248
19900 Macarthur Boulevard, Suite 1100, Irvine, CA 92612
93
Wealthminder
score

Robert Porr (CRD# 2802248) is an Investment Advisor Representative working at Fieldman, Rolapp Financial Services, LLC in Irvine, CA and has over 20 years of experience in the finance industry.

8
Lawrence G. Rolapp
CRD#: 4439194
19900 Macarthur Blvd., Suite 1100, Irvine, CA 92612
93
Wealthminder
score

Lawrence Rolapp (CRD# 4439194) is an Investment Advisor Representative working at Fieldman, Rolapp Financial Services, LLC in Irvine, CA and has over 17 years of experience in the finance industry.

9
Daniel L. Wiles
CRD#: 4609110
19900 Macarthur Blvd., Suite 1100, Irvine, CA 92612
93
Wealthminder
score

Daniel Wiles (CRD# 4609110) is an Investment Advisor Representative working at Fieldman, Rolapp Financial Services, LLC in Irvine, CA and has over 14 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.