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Wealth Management Advisor: Walter Roth, CFP , CLU , ChFC , CASLFinancial advisor in Stevens Point, WI

Wealth Management Advisor: Walter Roth, CFP , CLU , ChFC , CASL is a financial advisor at 5417 Vern Holmes Dr, Stevens Point, WI 54482, rated 5.0 from 1 Google review. Open Monday to Thursday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Stevens Point, WI0 paid placements in any rankingHow we rank

Call (715) 254-3918Website ↗

Key facts

Key facts about Wealth Management Advisor: Walter Roth, CFP , CLU , ChFC , CASL
Address5417 Vern Holmes Dr, Stevens Point, WI 54482Get directions
Phone(715) 254-3918
Websitewalterroth.nm.com
HoursMonday to Thursday: 8 AM – 4 PM
Google rating5.0 from 1 Google review

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category
  • Wealth Managementbusiness name

Service area

Serves Stevens Point and 2 towns within 25 miles: Plover and Wisconsin Rapids.

Based in Stevens Point, WIView on map

Opening hours

Opening hours for Wealth Management Advisor: Walter Roth, CFP , CLU , ChFC , CASL
DayHours
Monday8 AM – 4 PM
Tuesday8 AM – 4 PM
Wednesday8 AM – 4 PM
Thursday8 AM – 4 PM
FridayClosed
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Wealth Management Advisor: Walter Roth, CFP , CLU , ChFC , CASL

What are Wealth Management Advisor: Walter Roth, CFP , CLU , ChFC , CASL’s hours?

Wealth Management Advisor: Walter Roth, CFP , CLU , ChFC , CASL is open Monday to Thursday. Its listed hours are Monday to Thursday, 8 AM – 4 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Wealth Management Advisor: Walter Roth, CFP , CLU , ChFC , CASL serve?

Serves Stevens Point and 2 towns within 25 miles: Plover and Wisconsin Rapids. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Wealth Management Advisor: Walter Roth, CFP , CLU , ChFC , CASL?

Wealth Management Advisor: Walter Roth, CFP , CLU , ChFC , CASL has a rating of 5.0 from 1 Google review. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Wealth Management Advisor: Walter Roth, CFP , CLU , ChFC , CASL?

Call Wealth Management Advisor: Walter Roth, CFP , CLU , ChFC , CASL on (715) 254-3918. The business is at 5417 Vern Holmes Dr, Stevens Point, WI 54482. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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