Deanna Cilnyk Roeger

Employer firm

Mai Capital Management, LLC CRD 109807

$52.1B regulatory AUM 132 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2014 → 11/2018
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 05/2014 → 11/2018
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 09/2012 → 11/2018
  Hanson Financial Services
  Green Bay, WI
• 11/2018 → 04/2019
  Cwm, Llc Dba Carson Group Partners
  Omaha, NE
• 11/2018 → 04/2019
  Cetera Advisor Networks
  El Segundo, CA
• 06/2014 → Present
  Deanna Roeger
  Green Bay, WI
• 01/2016 → 04/2019
  Heritage Financial Partners, Llc
  Green Bay, WI
• 05/2021 → 08/2022
  Mcdonald Partners Llc
  Cleveland, OH
• 08/2022 → Present
  Mai Capital Management, Llc
  Cleveland, OH

Previous Registrations

• 2021-06-14 → 2022-08-10
  Mcdonald Partners Llc
  Cleveland, OH
  Cleveland, OH
• 2018-11-06 → 2019-04-16
  Cwm, Llc
  Green Bay, WI
  Green Bay, WI
• 2014-05-05 → 2018-11-16
  Cambridge Investment Research Advisors, Inc.
  Green Bay, WI
• 2012-01-09 → 2012-05-08
  Raymond James Financial Services Advisors, Inc
  Green Bay, WI
• 2009-10-01 → 2010-08-30
  Hsbc Securities (Usa) Inc.
  Buffalo, NY
  Buffalo, NY
• 2008-03-26 → 2009-09-21
  Banc Of America Investment Services, Inc.
  Buffalo, NY

Exams

• S66 Uniform Combined State Law Examination
  2001-08-23

Other Names

• Deanna C Roeger
• Deanna Maria Cilnyk