Rex
Roseman
Roseman Wagner Wealth Management
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About this Advisor
Rex Roseman is a financial advisor based in Dallas, Texas, working with Roseman Wagner Wealth Management. Rex has previously held positions at Douglas Feed And Pet Supply, Rwwm, Inc, Glenair, Inc, Student, Roseman Wagner Wealth Management, and Texas Christian University. Rex has passed the Series 65 regulatory exam and is registered to provide services in California and Texas. Currently, Rex is part of Roseman Wagner Wealth Management, which operates out of Dallas, Texas. The firm has 2 offices and 8 employees. The firm manages assets totaling $1.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Roseman Wagner Wealth Management includes asset-based and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Roseman Wagner Wealth Management Brokerage Details
$1,111,205,813
8
1,379
$805,806
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
Rex Roseman Work History
Roseman Wagner Wealth Management
Rwwm, Inc
Glenair, Inc
Rwwm, Inc
Douglas Feed And Pet Supply
Texas Christian University
Student
Disclosures
Please visit the SEC profile of Rex Roseman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Roseman Wagner Wealth Management
Rocklin, CA
Rocklin, CA
Rocklin, CA
Rocklin, CA
Dallas, TX
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