Wellby
Rodberg

Credit Union Investment Services

CRD#6432376
Investment Advisor
in Asheville, NC

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About this Advisor

Wellby Rodberg is a financial advisor whose office is in Asheville, North Carolina. Currently a registered investment advisor at Credit Union Investment Services, Rodberg has 10 years of practice in the financial advisory industry. Rodberg maintains Series 63 and Series 65 licenses, which certify the advisor as both a securities agent and an investment advisor representative. Rodberg is able to operate in North Carolina. During their career, Rodberg has held roles at State Employees' Credit Union, Secu Brokerage Services, Secu Life Insurance Company, Dicks Sporting Goods, Credit Union Investment Services and Members Trust Company. Credit Union Investment Services is headquartered in Asheville, North Carolina, and operates out of 267 other locations in the country. As a company, Credit Union Investment Services employs more than 540 people. None of the firm's clients are considered high-net-worth individuals, who are defined as investors who have more than $1 million in investable assets. Credit Union Investment Services provides portfolio management for individuals and small businesses and educational seminars. The firm's fees may include asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 years

Services Offered

Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

20 All Souls Crescent
Asheville, NC 28803

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Credit Union Investment Services Brokerage Details

Total Number of Employees

540

NC Average: 22

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Wellby Rodberg Work History

Wellby has 10 years of experience.

2018 - Present (3 years)

Members Trust Company

2015 - Present (6 years)

Credit Union Investment Services

2014 - Present (7 years)

Secu Brokerage Services

2014 - Present (7 years)

Secu Life Insurance Company

2013 - Present (8 years)

State Employees' Credit Union

2012 - 2013 (1 year)

Dicks Sporting Goods

2010 - 2012 (2 years)

Dicks Sporting Goods

Disclosures

Wellby Rodberg has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Credit Union Investment Services

Leigh Jordan
Charlotte, NC
Nicholas Bradshaw
Raleigh, NC
Rodney Vomberg
Asheville, NC
Benjamin Evans
Raleigh, NC
Cheryl Calhoun
West Jefferson, NC
Joshua Shellman
Raleigh, NC
Alicia Love
Chapel Hill, NC
Amanda English
Burgaw, NC

This content was compiled from the SEC and FINRA.

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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