Bill Rosenhan, financial advisor Saratoga Springs UT
96 score

Bill Rosenhan

CRD Number: 3063108
Current Firm: Saratoga Financial Planning, LLC

Bill Rosenhan (CRD# 3063108) is an Investment Advisor Representative working at Saratoga Financial Planning, LLC in Saratoga Springs, UT and has over 19 years of experience in the finance industry. Bill Rosenhan 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.

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Professional Designations
Company Name Location Dates Years
Saratoga Financial Planning, LLC Saratoga Springs, UT Feb 2017 - Current 1
Alpine School District American Fork, UT Jan 2017 - Current 1
Unemployed Saratoga Springs, UT Oct 2016 - Dec 2016 < 1
Fidelity Brokerage Services, Inc. Salt Lake City, UT Apr 1998 - Oct 2016 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1998
S66 NASAA Uniform Combined State Law Examination Jan 2001
Contact Info for Bill J. Rosenhan
Phone Number: 801-361-0129
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Educational seminars/workshops
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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