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Jason K Roesler

Hp Wealth Management LLC

Laramie, WY

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Current Employers
Hp Wealth Management Llc

401 E. Fremont St., Laramie, WY 82072 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-13
CO RA APPROVED 2024-07-18
WY RA APPROVED 2024-06-26
  • TX RA
    APPROVED
    Since 2026-01-13
  • CO RA
    APPROVED
    Since 2024-07-18
  • WY RA
    APPROVED
    Since 2024-06-26

Branch Locations

401 E. Fremont St., Laramie, WY 82072 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hp Wealth Management Laramie WY 06/2024 Present
Highpoint Cpas Laramie WY 12/2022 Present
Cpa Group Of Laramie, Llc Laramie WY 12/2011 12/2022
  • 06/2024 → Present
    Hp Wealth Management
    Laramie, WY
  • 12/2022 → Present
    Highpoint Cpas
    Laramie, WY
  • 12/2011 → 12/2022
    Cpa Group Of Laramie, Llc
    Laramie, WY
Other Businesses

High Point CPAs, not investment related, Accounting, Laramie, WY, Owner, 30+ hours per week during business hours. Owner accountant

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-26
  • S65 Uniform Investment Adviser Law Examination
    2024-06-26

View on SEC IAPD

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MATTHEW E AMSBERRY
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Katie Michelle Ogden
Lauren E Miller
DAVID JOHN KLING

Other Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Laramie, WY
PRINCIPAL SECURITIES, INC. · LARAMIE, WY
LPL FINANCIAL LLC · LARAMIE, WY
UNEST ADVISERS, LLC · LARAMIE, WY
STATE FARM INVESTMENT MANAGEMENT CORP. · Laramie, WY
EDWARD JONES · LARAMIE, WY
REMBRANDT VENTURE PARTNERS · LARAMIE, WY
WEALTH DESIGN CONSULTING, LLC · LARAMIE, WY

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