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Dan Christian Roehm

Csenge Advisory Group, LLC

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About Dan Christian Roehm

Dan Roehm is a financial advisor with over 10 years of experience in the financial services industry. Dan is currently registered with Csenge Advisory Group, LLC, a financial advisory firm based in Clearwater, FL. Dan specializes in providing financial planning, investment advisory, and asset allocation services to individuals, businesses, and charitable organizations. He is also a certified financial planner (CFP®) and has a strong understanding of the financial planning process. Dan is dedicated to helping his clients achieve their financial goals.

Firm Information

Dan Roehm is currently registered with Csenge Advisory Group, LLC. Csenge Advisory Group, LLC is a financial advisory firm headquartered in Clearwater, Florida. With over 76 investment advisor representatives, they manage over $2.75 billion in assets for individuals, corporations, charitable organizations, and other clients. They offer a range of services including financial planning, asset allocation, and portfolio management. They also provide pension consulting and selection of other advisors.
Csenge Advisory Group, LLC

4755 EAST BAY DRIVE

CLEARWATER, FL 33764

$2.75B

Assets Under Management

Not reported

Total Clients

67

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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asset allocation services

Asset allocation services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Dan Roehm’s Registration & Firm History

FL

11/30/2021 - Present

Csenge Advisory Group, LLC (CLEARWATER FL)

FL

03/09/2011 - 11/14/2012

NFP SECURITIES, INC. (DEERFIELD BEACH FL)

FL

08/08/2008 - 02/28/2011

VALMARK SECURITIES, INC. (FT. LAUDERDALE FL)

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Licenses & Designations

BC

Issued 11/10/2021

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 09/19/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/07/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 11/01/2021

SIE - Securities Industry Essentials Examination

BC

Issued 08/07/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Dan Christian Roehm. Review regulatory record here.
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