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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

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Qualifications

Experience

No timeline events available.
Employer Years Dates
Lincoln Investment 1 year, 11 months Aug 2010 - Jul 2012
Great American Advisors, Inc. 9 years, 5 months Mar 2001 - Aug 2010
Consolidated Financial Management Group, LLC 21 years, 1 month Sep 1998 - Present
Are You
Andrew Todd Roseberry?
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Designations & Memberships

  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

Insights by Andrew Roseberry

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Dec 17, 2015
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Jan 15, 2016
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Consolidated Financial Management Group, LLC

Last updated on March 28, 2019
    • $87.0M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 830
      Accounts
    • $104.8K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
  • Commissions
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