Gregory
Rolfes
The Retirement Group, LLC
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About this Advisor
Gregory Rolfes is a financial advisor operating in Saint Louis, Missouri with 4 years of relevant experience. Rolfes currently works for The Retirement Group, LLC. The advisor has gained experience at Fsc Securities Corporation, Butler Associates Financial Planners, Inc and Gregory Rolfes Cpa Pc. Rolfes maintains Series 63, Series 65 and Series 66 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Missouri. The Retirement Group, LLC is a registered investment firm operating out of San Diego, CA. It has offices in 11 locations and a total of 30 advisors. It has $437 million in assets under management between its 1,651 client accounts, making it one of the larger firms in the United States by assets under management. Of its 1,651 accounts, just 5% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The firm offers a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees charged by financial advisors largely depend on the type of financial services provided. However, fee types charged by The Retirement Group, LLC can consist of some blend of asset-based, hourly and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Retirement Group, LLC Brokerage Details
$437,414,376
30
1,651
$264,939
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Gregory Rolfes Work History
Gregory has been registered as a financial advisor for 4 years.*
Fsc Securities Corporation
Gregory Rolfes Cpa Pc
Butler Associates Financial Planners, Inc
*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 Gregory Rolfes to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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