SR
SR

Seth William Roggenkamp

1 Year of Experience
Areas of Practice
Retirement PlanningEstate PlanningCharitable GivingTax PlanningInvestment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
77 advisors
Number of Clients
2,692 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$2.8B

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only
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Location

16020 Swingley Ridge Rd Suite 110, Chesterfield, MO, 63017

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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
Arax Advisory Partners
August 2025 - Present · 6 mos
Summit Wealth Strategies
September 2024 - Present · 1 yr 5 mos
State Registrations1 state
MO
Advisor
Exams
No exam information available for this advisor.