Roman Satroplus
As a CERTIFIED FINANCIAL PLANNER™ professional, I help clients create personalized strategies that align with their goals, values, and stage of life. As part of a team of advisors with diverse areas of expertise, I have access to a broad range of planning resources to support clients through every stage of their financial journey.
Whether someone is a first-time investor or seeking more advanced retirement, wealth management, or legacy planning strategies, I take pride in my fiduciary responsibility to always put clients' best interests first. My goal is to provide thoughtful guidance and help clients build, protect, and manage their financial future with confidence.
4231377
LPL ENTERPRISE, LLC
NV, CA, OR, VT
1
I began my career in financial services with Bank of America before transitioning to the investment side with Merrill, where I developed my expertise in wealth management and investment strategies. Today, I serve as an independent advisor with Prudential Advisors, focusing on personalized planning and high-quality client relationships. I plan to intentionally limit my practice to 100 clients so I can dedicate the time and attention needed to provide meaningful, ongoing guidance.
Individual Investors, Businesses
Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses
Life, Variable Annuity, Long Term Care, Variable Life, Health, Disability, Annuity
Mutual Funds, Bonds, Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs), Alternative Investments
Yes
Email, Our Office, Phone, Video Conference
Fee-Based
$100K+
Flat Fee, Commissions, Based on Assets
WiserAdvisor provides referrals to financial professionals of LPL Enterprise, LLC (LPLE). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
LPL ADV 2A
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Additional Detailed Disclosures
https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-detailed-disclosures-lple.pdf
Securities and investment advisory services offered through LPL Enterprise (LPLE), a Registered Investment Advisor. Member FINRA & SIPC, and an affiliate of LPL Financial.
Prudential Advisors is a brand name for the proprietary retail sales channel of The Prudential Insurance Company of America (PICA) and its insurance company and other affiliates (collectively Prudential). Prudential Advisors financial professionals are licensed insurance agents of Prudential.
Pursuant to a strategic relationship among Prudential, LPLE, and LPL Financial, Prudential Advisors financial professionals provide securities brokerage services and/or investment advice on securities solely as registered persons of LPLE, an affiliate of LPL Financial. These financial professionals are permitted to brand under Prudential Advisors. LPLE and LPL Financial are not affiliated with Prudential or the Greater Florida Financial Group.
The LPL Enterprise registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
