Alan C. Rohrer

WEALTH ADVISORS GROUP

FORT WAYNE, IN 46845

CRD#: 8277471

Some features on this profile are disabled

Professional summary

Alan Charles Rohrer, who also goes by Alan Rohrer, is a registered financial advisor currently at WEALTH ADVISORS GROUP located in Fort Wayne, Indiana.

Alan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Alan has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

Alan Rohrer

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 Alan Charles Rohrer'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

June 1, 2026 - Present

WEALTH ADVISORS GROUP

Office #1: 12726 Coldwater Road, Fort Wayne, IN 46845

RIA

CRD#: 122050

FORT WAYNE, IN

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".

WEALTH ADVISORS GROUP

SECURITY FINANCIAL SERVICES, INC. | WEALTH ADVISORS GROUP | THE ADVISORS GROUP

CRD#: 122050 / SEC#: 801-69787

RIA

Registered Investment Advisory firm - (1/2/2009 Approved)

Indiana

Registered Investment Advisory firm - (2/12/2009 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Indiana
(6/1/2026)

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: 5/7/2026

Uniform Investment Adviser Law Examination

Current Firm

WEALTH ADVISORS GROUP

SECURITY FINANCIAL SERVICES, INC. | WEALTH ADVISORS GROUP | THE ADVISORS GROUP

CRD#: 122050 / SEC#: 801-69787

RIA

Registered Investment Advisory firm - (1/2/2009 Approved)

Indiana

Registered Investment Advisory firm - (2/12/2009 Terminated)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

12726 Coldwater Road, Fort Wayne, IN 46845

Mailing Address

Phone number

(260) 619-3100

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WAG FORM ADV PART 2A (3/20/2025)

WAG WRAP FEE PROGRAM BROCHURE SUPPLEMENT (3/20/2025)

Regulatory assets under management

Total Number of Accounts	2,848
AUM (Assets Under Management)	$ 1,127,499,798

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.

Similar Advisors

Kerry Prazak

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

IAR

LONGVIEW, TX

Eric Bailey

OSAIC WEALTH, INC.

IAR

SILVER SPRING, MD

Jackson Tiller

NYLIFE SECURITIES LLC

CHARLESTON, SC

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Alan C. Rohrer

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alan Charles Rohrer's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEALTH ADVISORS GROUP

Primary Firm SEC Registration

WEALTH ADVISORS GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 5/7/2026

Current Firm

WEALTH ADVISORS GROUP

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WEALTH ADVISORS GROUP

TRUST BUT VERIFY

Similar Advisors