Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vanessa? Claim Your ProfileVanessa Rohlman is a financial advisor associated with LPL Financial LLC. Vanessa has been in the financial services industry since 2019. Vanessa is registered with both FINRA and the Securities and Exchange Commission. In addition to working with LPL Financial LLC, Vanessa has also previously worked with Voya Financial Advisors, Inc. and Cetera Advisor Networks LLC. Vanessa offers a variety of financial services to clients, including financial planning, portfolio management, and educational seminars. Vanessa works out of the Wichita office of LPL Financial LLC.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
KS
10/02/2023 - Present
LPL Financial LLC (WICHITA KS)
KS
06/09/2021 - 10/04/2023
CETERA ADVISOR NETWORKS LLC (WICHITA KS)
KS
02/07/2019 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (WICHITA KS)
IA
Issued 05/25/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/31/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/07/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/26/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Vanessa Rohlman is the right advisor for you? Invested Better is here to help.
