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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Matthew Rolfes is a financial advisor with Ameriprise Financial Services, LLC, located in Ann Arbor, MI. John has been in the industry since 1997 and has a broad range of experience. John holds licenses in several states, including Michigan, Texas, and others, enabling John to serve a diverse client base. John provides financial planning, portfolio management, and other advisory services to individuals, businesses, and trusts. John is committed to helping clients achieve their financial goals and is passionate about providing personalized advice and guidance.
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.
Asset allocation services
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
MI
09/01/2021 - Present
Ameriprise Financial Services, LLC (Ann Arbor MI)
MI
04/28/2006 - 05/16/2016
LPL FINANCIAL LLC (BRIGHTON MI)
MI
12/06/2001 - 05/02/2006
EDWARD JONES (DEXTER MI)
MI
10/22/1997 - 12/13/2001
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 02/07/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/31/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/04/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/1997
Series 7 - General Securities Representative Examination
BC
Issued 10/21/1997
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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