Geoffrey Rosen is a registered investment advisor, based in Rogers, AR, with 14 years of industry experience.
Location
2003 South Horsebarn Road, Suite 4, Rogers, AR, 72758
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Geoffrey is a trustee for his parents' irrevocable trust, a financial advisor at Landmark Financial LLC (full-time), and an advisor for Landmark Financial Management, LLC (minimal time). He is also involved in several real estate ventures, including Compass Properties, a rental property LLC, Sen City LLC, and Rosen Investments, LLC, and holds an insurance license through Avantax Insurance Agency/Services (a few hours per week).
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations21 states
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