Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gabe? Claim Your ProfileGabe Rohwedder is a financial professional with over 20 years of experience in the financial services industry. Gabe has held various roles at different firms, including Securian Financial Services, Inc. and Princor Financial Services Corporation. Gabe currently works at Cetera Investment Advisers LLC and provides financial planning services to a wide range of clients, including high-net-worth individuals, businesses, and pension plans. Gabe is a registered representative and investment advisor representative with a focus on providing financial advice that meets individual client needs. Gabe is committed to providing personalized financial guidance and helping clients achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
IA
08/10/2023 - Present
Cetera Investment Advisers LLC (CEDAR RAPIDS IA)
IA
08/28/2012 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (Cedar Rapids IA)
IA
01/23/2009 - 04/24/2012
PRINCOR FINANCIAL SERVICES CORPORATION (CEDAR RAPIDS IA)
IA
02/05/2007 - 10/23/2008
WORLD TREND FINANCIAL PLANNING SERVICES, LTD. (CEDAR RAPIDS IA)
IA
07/07/1999 - 11/29/2006
DIVERSIFIED INVESTORS SECURITIES CORP. (CEDAR RAPIDS IA)
IA
Issued 06/09/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/02/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2012
Series 7 - General Securities Representative Examination
BC
Issued 07/01/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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