Roadmap Wealth Management LLC
Roadmap Wealth Management LLC (CRD# 229789) is a financial advisory firm headquartered in , . They manage $14,580,000 in 39 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management15MILLION
Total Number of Accounts39ACCOUNTS
Average Account Value$373,846
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
Steven Warta (CRD# 1230448) is an Investment Advisor Representative working at Roadmap Wealth Management LLC in Lees Summit, MO and has over 33 years of experience in the finance industry. Steven Warta has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.