Colin Roesler is a CFA, CFP-designated registered investment advisor, based in Plymouth, MN, with 9 years of industry experience.
Location
505 N Highway 169, Suite 900, Plymouth, MN, 55441
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLCBroker
July 2025 - Present · 10 mos
Wealth Enhancement Advisory Services, LLC
July 2025 - Present · 10 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
January 2023 - April 2024 · 1 yr 3 mos
J.P. Morgan Securities LLC
January 2023 - April 2024 · 1 yr 3 mos
Morgan Stanley
April 2016 - December 2022 · 6 yrs 8 mos
Morgan StanleyBroker
February 2016 - December 2022 · 6 yrs 10 mos
Wedbush Securities INC.Broker
October 2015 - February 2016 · 4 mos
State Registrations14 states
AZCACOFLINMIMTNCORPATNTXWAWI
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Exams
No exam information available for this advisor.