Rolf
White

Spc

CRD#4488604
Investment Advisor
in Burnsville, MN

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About this Advisor

Rolf White is a financial advisor operating out of Burnsville, Minnesota, with a total of 10 years of financial industry experience. White is on the advisory team at Spc. During their career, White has held roles at Sammons Securities Company LLC, Spc and Parkland Securities, LLC. White holds a Series 63 license, qualifying them as a securities representative, and can work in Minnesota. Spc is an advisory company operating out of Burnsville, Minnesota. It has offices in 464 locations and a total of 705 financial advisors. It handles $5 billion in assets under management among its 25,865 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm serves 13 charities and foundations. Of its 25,865 accounts, just 9% are associated with high-net-worth individuals who have at least $1 million in assets. The advisory firm provides a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. A financial advisor's fee schedules usually are based on the type of financial services. However, fee types charged by Spc likely include any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

Yes

Office Location

Burnsville, MN

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Spc Brokerage Details

Total Assets Under Management

$4,557,672,608

MN Average: $943,424,332
Total Number of Employees

705

MN Average: 21
Total Number of Accounts

25,865

MN Average: 1,586
Average Account Size

$176,210

MN Average: $594,845

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Rolf White Work History

Rolf has 10 years of experience.

2014 - Present (8 years)

Parkland Securities, LLC

2010 - Present (12 years)

Spc

2010 - 2014 (4 years)

Sammons Securities Company LLC

Disclosures

Rolf White has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Spc

Timothy Schriber
Manchester, MI
Mark Steinman
Ann Arbor, MI
Melody Lowe
Ottumwa, IA
Craig Brooks
Littleton, CO
Robert Wilber
Elyria, OH
Jesse Howie
West Des Moines, IA
Mark Pauwels
Ann Arbor, MI
Nathan Bila
Grand Blanc, MI

The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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