Amber R. Roemer
Professional summary
Amber Rae Roemer, who also goes by Amber Rae Staehr, is a registered financial advisor currently at CAPITAL CONSULTING & ASSET MANAGEMENT located in Lincoln, Nebraska.
Amber is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Amber has worked at 1 firm and has passed the Series 65 and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Amber Rae Roemer's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 13, 2015 - Present
CAPITAL CONSULTING & ASSET MANAGEMENT
Office #1: 140 N. 8th Street 410 The Apothecary, Lincoln, NE 68508Primary Firm SEC Registration
CAPITAL CONSULTING & ASSET MANAGEMENT
CRD#: 41438 / SEC#: 801-52357
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/11/2017)
(3/24/2020)
(3/28/2017)
(8/13/2015)
(3/28/2017)
(3/28/2017)
Exams
Current Firm
CAPITAL CONSULTING & ASSET MANAGEMENT
CRD#: 41438 / SEC#: 801-52357
Contact information
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,605 |
| AUM (Assets Under Management) | $ 182,163,713 |
Red Flags
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