Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Allen Rochon is a registered investment advisor representative with Denali Wealth Management, Inc. in Mequon, Wisconsin. Jeffrey has been in the industry since 2011 and holds the Series 65 license. Jeffrey's firm, Denali Wealth Management, Inc., manages approximately $182,964,000 in client assets and specializes in providing financial planning, pension consulting, and portfolio management for individuals. They also provide portfolio management for charitable organizations, corporations or other businesses, and pension and profit-sharing plans.
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.
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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WI
04/14/2011 - Present
Denali Wealth Management, Inc. (MEQUON WI)
IA
Issued 04/09/2011
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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