Brendan Keith Roath
CFP®Professional Summary
Brendan Keith Roath, CFP® is a registered financial advisor currently at MONEY MATTERS located in Minnetonka, Minnesota. Brendan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Brendan has worked at 1 firm.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Tax Planning
- Business Services
- Social Security & Medicare Planning
- Retirement Planning
- Financial Planning
- Cashflow & Budgeting
- Education Funding
Biography
Rod was selected Five Star Best in Client Satisfaction Wealth Manager for 2018 in a survey conducted by Mpls.St.Paul and Twin Cities Business magazines. Money Matters recently celebrated its 20 year anniversary. Organizing Financial Success Since 1998
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
8 years in the financial services industry
Current & Past Employments
Current
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Current Firm
MONEY MATTERS | MONEY MATTERS, INC.
Contact Information
Main Address
12800 Whitewater Drive Suite 100, Minnetonka, MN 55343-9347Phone Number
(952) 935-0707# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
105AUM (Assets Under Management)
$24,588,000Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(6/1/2018)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Brendan Keith Roath's CRS (Customer Relationship Summary).
Services Offered by Brendan
- Tax Planning
- Business Services
- Social Security & Medicare Planning
- Retirement Planning
- Financial Planning
- Cashflow & Budgeting
- Education Funding
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