Roland Stadelmann

LATITUDE ADVISORS

Tryon, NC 28782

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CRD#: 1920411

Professional summary

Roland Stadelmann, who also goes by Roland Stadelman, is a registered financial advisor currently at LATITUDE ADVISORS, LLC located in Tryon, North Carolina.

Roland is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Roland has worked at 8 firms and has passed the Series 66, Series 63, Series 7TO, Series 6TO, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Roland Stadelman

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. 01/01/2004 TO PRESENT - FOOTHILLS FINANCIAL GRP. 98 PACOLET ST TRYON, NC 28782; TITLE-OWNER; DUTIES-INSURANCE SALES; TIME SPENT-45%; COMPENSATED BY COMMISSIONS. 2. LATITUDE ADVISORS, LLC - 01/2010 - IA REP - COMPENSATED BY FEES - 25% 3. FOOTHILLS FINANCIAL GROUP POSITION: INSURANCE AGENT. NATURE: SELLING FIXED ANNUITIES, LIFE INSURANCE, LONG-TERM CARE INSURANCE, MEDICARE SUPPLEMENT INSURANCE. INVESTMENT RELATED: NO NUMBER OF HOURS: 30 INVESTMENT RELATED HOURS: 2 START DATE: 06/01/1995 ADDRESS: 920 E. RUTHERFORD ST., UNIT B, LANDRUM SC 29356 DESCRIPTION: SALE AND SERVICE OF FIXED INSURANCE PRODUCTS. 4. PALMETTO TAX CENTERS, LLC POSITION: Owner NATURE: Tax planning, tax preparation. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 1 START DATE: 12/11/2019 ADDRESS: 100 Edgewood Ave., Landrum SC 29356, United States DESCRIPTION: Advanced income tax planning and income tax preparation.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Roland Stadelmann's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 5, 2010 - Present

LATITUDE ADVISORS, LLC

Office #1: 98 Pacolet St, Tryon, NC 28782

RIA

CRD#: 151001

Tryon, NC

Past

May 25, 2016 - December 31, 2020

GWN SECURITIES INC.

RIA

CRD#: 128929

LANDRUM, SC

Past

January 4, 2010 - December 31, 2020

GWN SECURITIES INC.

CRD#: 128929

LANDRUM, SC

Past

March 30, 2005 - December 31, 2009

MEDALLION ADVISORY SERVICES, LLC

RIA

CRD#: 113788

LANDRUM, SC

Past

March 14, 2005 - December 31, 2009

MEDALLION INVESTMENT SERVICES, INC.

CRD#: 45314

LANDRUM, SC

Past

November 4, 2004 - March 29, 2005

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

LANDRUM, SC

Past

March 17, 2004 - March 29, 2005

MML INVESTORS SERVICES, LLC

CRD#: 10409

SPRINGFIELD, MA

Past

April 11, 2001 - March 22, 2004

USALLIANZ SECURITIES, INC.

CRD#: 40875

MINNEAPOLIS, MN

Past

January 31, 2000 - February 23, 2000

NYLIFE SECURITIES LLC

CRD#: 5167

NEW YORK, NY

Past

April 3, 1996 - April 7, 1999

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

LATITUDE ADVISORS, LLC

BIG HORN ADVISORS, LLC | LATITUDE ADVISORS, LLC

CRD#: 151001 / SEC#: 801-70420

RIA

Registered Investment Advisory firm - (7/16/2009 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

South Carolina
(1/5/2010)

IAR

Texas
(8/20/2014)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/28/2004

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 4/2/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 1/19/2024

General Securities Representative Examination

General Industry/Product Exam

Series 6TO

Date: 1/19/2024

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/13/2004

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 4/2/1996

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 1/19/2024

General Securities Principal Examination

Current Firm

LATITUDE ADVISORS, LLC

BIG HORN ADVISORS, LLC | LATITUDE ADVISORS, LLC

CRD#: 151001 / SEC#: 801-70420

RIA

Registered Investment Advisory firm - (7/16/2009 Approved)

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Contact information

Main Address

Yorkville, IL

Mailing Address

Phone number

(630) 553-3730

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (26 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LATITUDE ADVISORS, LLC ADV BROCHURE (11/5/2025)

Regulatory assets under management

Total Number of Accounts	2,305
AUM (Assets Under Management)	$ 379,516,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Roland Stadelmann

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Roland Stadelmann's CRS (Customer Relationship Summary).

Certified licenses

Experience

GWN SECURITIES INC.

GWN SECURITIES INC.

MEDALLION ADVISORY SERVICES, LLC

MEDALLION INVESTMENT SERVICES, INC.

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

USALLIANZ SECURITIES, INC.

NYLIFE SECURITIES LLC

PRUCO SECURITIES, LLC.

Primary Firm SEC Registration

LATITUDE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/28/2004

Series 63

Date: 4/2/1996

Series 7TO

Date: 1/19/2024

Series 6TO

Date: 1/19/2024

SIE

Date: 10/1/2018

Series 7

Date: 10/13/2004

Series 6

Date: 4/2/1996

Series 24

Date: 1/19/2024

Current Firm

LATITUDE ADVISORS, LLC

Contact information

SEC notice filing (26 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LATITUDE ADVISORS, LLC

TRUST BUT VERIFY

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