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LR

Levi Rogeness

GREENSTONE WEALTH MANAGEMENT
Forest City, IA 50436
Some features on this profile are disabled
CRD#: 7653908
LR

Professional summary

Levi Rogeness is a registered financial advisor currently at GREENSTONE WEALTH MANAGEMENT located in Forest City, Iowa.

Levi is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Levi has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Levi Rogeness's 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

February 24, 2023 - Present

GREENSTONE WEALTH MANAGEMENT

Office #1: 101 N Clark St, Forest City, IA 50436
RIA
CRD#: 305311
Forest City, IA

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
Iowa
(2/24/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/24/2023
Uniform Investment Adviser Law Examination

Current Firm

GW
GREENSTONE WEALTH MANAGEMENT
GREENSTONE WEALTH MANAGEMENT | GREENSTONE WEALTH MANAGEMENT, LLC

CRD#: 305311 / SEC#:

Iowa
Registered Investment Advisory firm - (9/9/2019 Approved)
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Contact information

Main Address
101 N Clark St, Forest City, IA 50436
Mailing Address
Po Box 403, Forest City, IA 50436
Phone number
(641) 585-4000
Established
Firm type
Fiscal year end
# of Employees
5

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts108
AUM (Assets Under Management)$ 43,626,980

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.

Company Information

GREENSTONE WEALTH MANAGEMENT

CRD#: 305311Forest City, IA 50436

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