Thomas Roffers, Cfp®

Thomas Roffers, Cfp® Email and Phone Number

Vice President, Wealth Advisor @ Bernstein Private Wealth Management
Minneapolis, MN, US
Thomas Roffers, Cfp®'s Location
Minneapolis, Minnesota, United States, United States
Thomas Roffers, Cfp®'s Contact Details

Thomas Roffers, Cfp® work email

Thomas Roffers, Cfp® personal email

n/a
About Thomas Roffers, Cfp®

Thomas Roffers, Cfp® is a Vice President, Wealth Advisor at Bernstein Private Wealth Management.

Thomas Roffers, Cfp®'s Current Company Details
Bernstein Private Wealth Management

Bernstein Private Wealth Management

View
Vice President, Wealth Advisor
Minneapolis, MN, US
Website:
bernstein.com
Employees:
898
Thomas Roffers, Cfp® Work Experience Details
  • Bernstein Private Wealth Management
    Vice President, Wealth Advisor
    Bernstein Private Wealth Management
    Minneapolis, Mn, Us
    View
  • Bernstein Private Wealth Management
    Vice President, Client Advisor
    Bernstein Private Wealth Management Nov 2023 - Present
    Minneapolis, Minnesota, United States
    As an advisor/CFP, I help successful individuals, families, and organizations manage their money and financial resources in way that is aligned with their priorities.
    View
  • Start Senior Solutions
    Board Member, Treasurer
    Start Senior Solutions Jun 2023 - Present
    As a board member, I help to support the mission of START - to renew hope for seniors and caregivers, strengthen families and make our communities better places to live. Through planning, advocacy and education, START helps older adults manage and resolve ongoing crises and empowers them to reduce the risk of future crises. START helps people age with confidence.
    View
  • Creative Planning Inc.
    Financial Planner | Wealth Manager
    Creative Planning Inc. Apr 2019 - Sep 2023
    Greater Minneapolis-St. Paul Area
    Provided comprehensive financial planning and advisory services across all areas of a clients financial landscape.
    View
  • Young Professionals Of Minneapolis
    Board Member, Director Of Finance
    Young Professionals Of Minneapolis Jan 2018 - Jan 2020
    Young Professionals of Minneapolis is a personal and professional development non-profit organization connecting Minneapolis, Saint Paul and its surrounding communities.
    View
  • The Johnston Group
    Wealth Advisor
    The Johnston Group Jul 2017 - Apr 2019
    Minneapolis, Mn
    The Johnston Group was acquired by Creative Planning
  • Sikich Llp
    Client Relationship Manager
    Sikich Llp May 2015 - Jul 2017
    Greater Minneapolis-St. Paul Area
    Advise client retirement plan committees and participants, acting in a fiduciary capacity, with the goal of creating successful retirement outcomes for plan participants. Act as liaison for plan sponsors and participants with providers and other counter-parties. Conduct investment due diligence for client retirement plan portfolios.
    View
  • White Oaks Wealth Advisors, Inc
    Portfolio Administrator
    White Oaks Wealth Advisors, Inc Nov 2013 - May 2015
    Greater Minneapolis-St. Paul Area
    Perform trading, rebalancing and portfolio management duties and handle all cash allocation and disbursement as well as investment and redemption for high net worth individuals and families. Play an integral role in the management of client request and service duties.
    View
  • Wells Fargo
    Securities Analyst
    Wells Fargo Jun 2013 - Nov 2013
    Edina, Mn
    Work closely with client hedge funds, prime brokers/custodians, trading counterparties and accountants to action financial transactions and effectively manage trade comparisons and settlements via DTC, Euroclear, and local markets .
    View
  • Wells Fargo
    Wealth Management Intern
    Wells Fargo Jan 2013 - May 2013
    Duluth, Mn
    Analyze various equities to implement in global dividend payer strategy and prepare recommendations, reports, and organized investment presentations for investment strategist.
    View

Thomas Roffers, Cfp® Education Details

Frequently Asked Questions about Thomas Roffers, Cfp®

What company does Thomas Roffers, Cfp® work for?

Thomas Roffers, Cfp® works for Bernstein Private Wealth Management

What is Thomas Roffers, Cfp®'s role at the current company?

Thomas Roffers, Cfp®'s current role is Vice President, Wealth Advisor.

What is Thomas Roffers, Cfp®'s email address?

Thomas Roffers, Cfp®'s email address is th****@****ing.com

What schools did Thomas Roffers, Cfp® attend?

Thomas Roffers, Cfp® attended University Of Minnesota-Duluth, Nankai University, Minnesota State University, Mankato.

Who are Thomas Roffers, Cfp®'s colleagues?

Thomas Roffers, Cfp®'s colleagues are Ben Goetsch, Cfa, Meira Levi, Paul Lee, Norman A. Barker, Anthony V. Thompson, Cfp ®, Peter Turner, Tanaka Michiyo.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.