AR
Amanda Michelle Roenfeld
22 Years of Experience
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
262 advisors
Number of Clients
6,885 clients
Average Client Portfolio
$4K average
Assets Under Management
$24.4M
Fee Structure
Financial Plan Fee:$500 - $25,000
Hourly Rate:$100 - $500/hr
Financial planning fees are negotiable, ranging from $500 to $25,000 as a fixed fee, or $100 to $500 per hour. Ongoing financial planning support ranges from $25 to $300 per month or $75 to $900 per quarter for individuals, and $25 to $2,000 per month or $75 to $6,000 per quarter for businesses.
Areas of Practice
Retirement PlanningFinancial Planning & CoachingBusiness Owners
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Advisor Information
Office location
Mutual of Omaha Plaza, Omaha, NE, 68175
Get directionsRegulatory 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 →Other Business ActivitiesSells Insurance
Amanda receives trails from Physician's Mutual LTC, earning $14 per month, with no new business.
Employment History
Current Registrations
Mutual of Omaha Investor Services, INC.
November 2014 - Present · 11 yrs 2 mos
Mutual of Omaha Investor Services, INC.
August 2006 - Present · 19 yrs 5 mos
Mutual of Omaha Investor Services, INC. Broker
August 2006 - Present · 19 yrs 5 mos
Previous Registrations
Wm Financial Services, INC.Broker
April 2005 - July 2005 · 3 mos
Multi-Financial Securities CorporationBroker
January 2004 - October 2004 · 9 mos
Vestax Securities CorporationBroker
February 2003 - January 2004 · 11 mos
First Command Financial Planning, INC.Broker
July 2001 - March 2003 · 1 yr 8 mos
State Registrations2 states
IANE
AdvisorBrokerBoth
Exams
No exam information available for this advisor.