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Michelle Roher

7 Years of Experience
Auburn, IL
Broker

Michelle Roher is a registered investment advisor at Raymond James & Associates, INC., based in Auburn, IL, with 7 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

Auburn, IL

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History

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.

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Employment History
Current Registrations
Raymond James & Associates, INC.Broker
June 2025 - Present · 11 mos
Raymond James & Associates, INC.
June 2025 - Present · 11 mos
Raymond James & Associates, INC.
June 2025 - Present · 11 mos
Previous Registrations
Wells Fargo Advisors
April 2019 - June 2025 · 6 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
December 2018 - June 2025 · 6 yrs 6 mos
State Registrations1 state
IL
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Michelle Roher - Financial Advisor | TrueAdvisor