Ingrid
Roosild
Mid Atlantic Financial Management, Inc
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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
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Mid Atlantic Financial Management, Inc Brokerage Details

$2,998,614,583

99

8,483

$353,485

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Answer a few questions to get a personalized match.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.
Mid Atlantic Capital Corporation
Mid Atlantic Financial Management, Inc
Ameritas Life Insurance Corp
Ameritas Investment Corp
Acacia Life Insurance
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
Pittsburgh, PA
Independence, OH
Littleton, CO
Beachwood, OH
Troy, OH
Pittsburgh, PA
Dayton, OH
Lititz, PA
This content was compiled from the SEC and FINRA.
