Kurtis John Rohlf

Current Employers

Brooklyn Fi, Llc

33 Nassau Ave, Brooklyn, NY 11222 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2026-04-01
NY	RA	APPROVED	2021-12-07

FL RA
APPROVED

Since 2026-04-01
NY RA
APPROVED

Since 2021-12-07

Branch Locations

33 Nassau Ave, Brooklyn, NY 11222 • United States

St. Augustine, FL • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action Yes
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Brooklyn Fi, Llc	Brooklyn	NY	10/2021	Present
Jeffrey N. Mehler Cfp, Llc	Essex	CT	04/2021	09/2021
Symphony Financial Planning, Llc	Davis	CA	01/2019	04/2021
Wgg Wealth Partners	Roseville	CA	06/2018	01/2019
Sacramento City College	Sacramento	CA	08/2015	05/2016
California State University, Sacramento	Sacramento	CA	08/2016	05/2018

10/2021 → Present

Brooklyn Fi, Llc

Brooklyn, NY
04/2021 → 09/2021

Jeffrey N. Mehler Cfp, Llc

Essex, CT
01/2019 → 04/2021

Symphony Financial Planning, Llc

Davis, CA
06/2018 → 01/2019

Wgg Wealth Partners

Roseville, CA
08/2015 → 05/2016

Sacramento City College

Sacramento, CA
08/2016 → 05/2018

California State University, Sacramento

Sacramento, CA

Designations

View on SEC IAPD

Current Employers

Brooklyn Fi, Llc

Disclosures

Employment History

Designations

Other Firms

Other Investors

Other Offices

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