Charles B. Roehrer

GPM GROWTH INVESTORS

Bloomfield Hills, MI 48304

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CRD#: 7343985

Professional summary

Charles Brian Roehrer, who also goes by Charlie Roehrer, is a registered financial advisor currently at GPM GROWTH INVESTORS, INC. located in Bloomfield Hills, Michigan.

Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Charles has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Charlie Roehrer

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) DOMINION MANAGEMENT AND ACCOUNTING, INC.; NOT INV RELATED; OWNER; ADMINISTRATIVE; ORTONVILLE, MI; START 01/2014. 2) INDEPENDENT INSURANCE AGENT; INV RELATED; INS SALES AND SERVICES; METAMORA, MI; START 05/2015; 5 HRS/MO; 45 HRS DURING SECURITIES TRADING; 5% OF TIME.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Brian Roehrer'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

September 11, 2023 - Present

GPM GROWTH INVESTORS, INC.

Office #1: 39533 Woodward Ave Suite 145, Bloomfield Hills, MI 48304

RIA

CRD#: 107645

Bloomfield Hills, MI

Past

March 10, 2023 - July 27, 2023

STRATEGIC WEALTH ADVISORS GROUP, INC.

RIA

CRD#: 285863

UTICA, MI

Past

March 18, 2021 - February 21, 2023

VITALE WEALTH MANAGEMENT

RIA

CRD#: 284112

METAMORA, MI

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".

GPM GROWTH INVESTORS, INC.

GPM | GRIFFIN PORTFOLIO MANAGEMENT CORP. | GRIFFIN PORTFOLIO MANAGEMENT CORP | GPM GROWTH INVESTORS, INC.

CRD#: 107645 / SEC#: 801-43846

RIA

Registered Investment Advisory firm - (5/5/1993 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

Michigan
(9/11/2023)

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 65

Date: 2/22/2021

Uniform Investment Adviser Law Examination

Current Firm

GPM GROWTH INVESTORS, INC.

GPM | GRIFFIN PORTFOLIO MANAGEMENT CORP. | GRIFFIN PORTFOLIO MANAGEMENT CORP | GPM GROWTH INVESTORS, INC.

CRD#: 107645 / SEC#: 801-43846

RIA

Registered Investment Advisory firm - (5/5/1993 Approved)

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Contact information

Main Address

39533 Woodward Ave Suite 145, Bloomfield Hills, MI 48304

Mailing Address

Phone number

(248) 865-0518

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025 ADV PART 2 MARCH 2025 (3/24/2025)

Regulatory assets under management

Total Number of Accounts	492
AUM (Assets Under Management)	$ 258,081,531

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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Charles B. Roehrer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Brian Roehrer's CRS (Customer Relationship Summary).

Certified licenses

Experience

GPM GROWTH INVESTORS, INC.

STRATEGIC WEALTH ADVISORS GROUP, INC.

VITALE WEALTH MANAGEMENT

Primary Firm SEC Registration

GPM GROWTH INVESTORS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 2/22/2021

Current Firm

GPM GROWTH INVESTORS, INC.

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GPM GROWTH INVESTORS, INC.

TRUST BUT VERIFY

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