linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Rodger Raymond Wolff

Advisory Services Network

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Rodger? Claim Your Profile

About Rodger Raymond Wolff

Rodger Raymond Wolff is an investment advisor representative with Advisory Services Network. Rodger has been in the industry since June 2001 and has experience with Advisory Services Network, SIGMA FINANCIAL CORPORATION and AMERICAN EXPRESS FINANCIAL ADVISORS INC.. Rodger has worked in Westerville, OH and Atlanta, GA. Rodger's experience is in developing business plans, financial reporting systems and general business operations. Rodger is registered with the state of Michigan and Ohio.

Firm Information

Rodger Wolff is currently registered with Advisory Services Network. Advisory Services Network is a financial advisory firm headquartered in Atlanta, GA. The firm provides a range of financial services including financial planning, portfolio management for individuals, and selection of other advisors. The firm manages approximately $6.8 billion in assets for a diverse clientele including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and individuals. The firm employs 86 licensed agents, 206 investment advisor representatives, and 14 registered representatives.
Advisory Services Network

6600 PEACHTREE DUNWOODY RD.

ATLANTA, GA 30328

$6.82B

Assets Under Management

44

Total Clients

213

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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Rodger Wolff’s Registration & Firm History

OH

07/01/2015 - Present

Advisory Services Network (WESTERVILLE OH)

MI

09/24/2002 - 06/30/2015

SIGMA FINANCIAL CORPORATION (ANN ARBOR MI)

MN

06/08/2001 - 08/28/2002

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

06/08/2001 - 08/28/2002

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

Not sure if Rodger Raymond Wolff is right for you?

Licenses & Designations

BOTH

Issued 11/21/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/14/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/30/2015

SIE - Securities Industry Essentials Examination

BC

Issued 06/07/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Rodger Raymond Wolff.
Not sure if Rodger Raymond Wolff is right for you?