Ingrid
Roosild

Mid Atlantic Financial Management, Inc

CRD#4401225
Investment Advisor
in Albuquerque, NM

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About this Advisor

Ingrid Roosild is a financial advisor who works out of Albuquerque, New Mexico, who has been in the financial industry for 18 years. Roosild is an advisor for Mid Atlantic Financial Management, Inc. Throughout their career, Roosild has worked at Ameritas Life Insurance Corp, Union Central Life Insurance, Ameritas Investment Corp, Acacia Life Insurance, Mid Atlantic Capital Corporation and Mid Atlantic Financial Management, Inc. Roosild holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in Arizona, California, Colorado, Indiana, Kansas, Massachusetts, Michigan, Minnesota, Missouri, Nebraska, Nevada, New Hampshire, New Mexico, North Carolina, Oklahoma, Oregon, Pennsylvania and Texas. Mid Atlantic Financial Management, Inc is a business based in Albuquerque, New Mexico. The investment advisory business has offices in 56 locations and a total of 99 people on staff. It manages $3 billion in assets under management across its 8,483 customer accounts, making it one of the biggest firms in the country by assets under management. The firm provides financial advisory services to 37 charities and foundations. Of its 8,483 client accounts, just 11% are held by high-net-worth investors who have at least $1 million in assets. Mid Atlantic Financial Management, Inc performs a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors largely depend on which services the firm provides the client. However, fees charged by Mid Atlantic Financial Management, Inc may include any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

18 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

8205 Spain Rd Ne Suite 115
Albuquerque, NM 87109

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Mid Atlantic Financial Management, Inc Brokerage Details

Total Assets Under Management

$2,998,614,583

NM Average: $15,833,994,310
Total Number of Employees

99

NM Average: 41
Total Number of Accounts

8,483

NM Average: 3,342
Average Account Size

$353,485

NM Average: $4,737,880

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Ingrid Roosild Work History

Ingrid has 18 years of experience.

2014 - Present (7 years)

Mid Atlantic Capital Corporation

2014 - Present (7 years)

Mid Atlantic Financial Management, Inc

2006 - 2014 (8 years)

Ameritas Life Insurance Corp

2006 - 2014 (8 years)

Ameritas Investment Corp

2006 - 2011 (5 years)

Acacia Life Insurance

2002 - 2011 (9 years)

Union Central Life Insurance

Disclosures

Ingrid Roosild has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mid Atlantic Financial Management, Inc

Kent Beal
Pittsburgh, PA
Peter Butler
Independence, OH
Kevin Starkey
Littleton, CO
John Krajnik
Beachwood, OH
Brian Murphy
Troy, OH
Bradley Hilbert
Pittsburgh, PA
Hugh Rhodes
Dayton, OH
Daniel Perrotti
Lititz, PA

This content was compiled from the SEC and FINRA.

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