Mick J. Rognlien, CFP®, CRPC™

Experience

• 

  Merrill Lynch, Pierce,Fenner & Smith

  Jun 1999 - Aug 2000

  Associate Financial Consultant
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  ProTrader Securities Corporation

  Aug 2000 - Jul 2001

  Assistant Branch Manager
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  AssetMark Investment Services, Inc.

  Feb 2002 - Feb 2005

  • Team Lead, Advisor Relations

    May 2004 - Feb 2005

  • Relationship Manager, Advisor Services Group

    Feb 2002 - May 2004
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  Genworth Financial Wealth Management

  Feb 2005 - Apr 2011

  • Director, Advisor Relations

    Jan 2008 - Apr 2011

  • Manager, Custodial Relations

    Feb 2005 - Dec 2008
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  Merrill Lynch Wealth Management

  Jul 2011 - now

  Wealth Management Advisor, First Vice President

  My goal is to understand a clients personal situation and circumstances intimately so that we can create a strategy customized to their goals and priorities. My service model includes proactive collaboration and consistent communications, including face-to-face meetings at my clients home or location of choice.Certified Financial Planner Board of Standards Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER® and CFP® in the U.S. Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States. Show less