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Levi Rogeness

Greenstone Wealth Management

Forest City, IA

CRD 7653908

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Employer firm

Greenstone Wealth Management CRD 305311

$43.6M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • TAX PREPARATION

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

Current Employers
Greenstone Wealth Management

101 N Clark St, Forest City, IA 50436 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2023-02-24
  • IA RA
    APPROVED
    Since 2023-02-24

Branch Locations

101 N Clark St, Forest City, IA 50436 • 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
Winnebago Industries Forest City IA 06/2015 06/2017
Kingland Systems Ames IA 02/2018 07/2019
Winnebago Industries Forest City IA 04/2021 Present
Unemployed Forest City IA 07/2017 02/2018
Unemployed Forest City IA 07/2019 04/2021
  • 06/2015 → 06/2017
    Winnebago Industries
    Forest City, IA
  • 02/2018 → 07/2019
    Kingland Systems
    Ames, IA
  • 04/2021 → Present
    Winnebago Industries
    Forest City, IA
  • 07/2017 → 02/2018
    Unemployed
    Forest City, IA
  • 07/2019 → 04/2021
    Unemployed
    Forest City, IA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-02-24
  • S65 Uniform Investment Adviser Law Examination
    2023-02-24

View on SEC IAPD

Nearby Firms

LPL FINANCIAL LLC
ALPHABIT INVESTMENTS, LLC
OASIS ADVISORS

Nearby Investors

TROY EUGENE HALL
MATTHEW KORY JENNINGS
BRYAN MATTHEW DEWHURST

Nearby Offices

LPL FINANCIAL LLC · FOREST CITY, IA
ALPHABIT INVESTMENTS, LLC · FOREST CITY, IA
OASIS ADVISORS · FOREST CITY, IA

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