John
Rosenfeld
Walser Wealth Management Company, A Limited Liability Company
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About this Advisor
John Rosenfeld is a certified financial planner operating out of Tampa, Florida with 1 year of relevant experience. Rosenfeld is an advisor for Walser Wealth Management Company, A Limited Liability Company. Over the course of their career, Rosenfeld has held roles at Fidelity Investments, Charles Schwab & Co., Inc, Charles Schwab Bank, Unemployed And Consulting, Singer Wealth Advisors Inc, Singer Wealth Management, Charles Schwab Bank, Ssb and Walser Wealth Management Company, A Limited Liability Company. Rosenfeld holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Florida. Walser Wealth Management Company, A Limited Liability Company is a company headquartered in Tampa, FL. It manages $104 million in assets between its 614 customer accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 614 client accounts, just 3% are held by high-net-worth individuals who have at least $1 million in investable assets. The business has a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees largely are based on which services are offered. However, fee types billed by Walser Wealth Management Company, A Limited Liability Company likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Walser Wealth Management Company, A Limited Liability Company Brokerage Details
$104,227,553
9
614
$169,752
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
John Rosenfeld Work History
John has been registered as a financial advisor for 1 years.*
Walser Wealth Management Company, A Limited Liability Company
Charles Schwab & Co., Inc
Charles Schwab Bank, Ssb
Singer Wealth Advisors Inc
Singer Wealth Management
Charles Schwab & Co., Inc
Charles Schwab Bank
Unemployed And Consulting
Fidelity Investments
Fidelity Investments
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of John Rosenfeld to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Walser Wealth Management Company, A Limited Liability Company
Tampa, FL
Tampa, FL
Tampa, FL
Tampa, FL
Tampa, FL
Tampa, FL
Tampa, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
