Todd Steven Roggeman
Investment adviser representative at Vanguard Advisers, Inc.
42 yearsExperience
2 statesRegistered in
ChFC®Designation
$344.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
42 years in the industry.
- Vanguard Advisers, Inc.Jun 2020 to now
- The Vanguard Group, Inc.Jun 2019 to now
- Vanguard Marketing CorporationJun 2019 to now
- AmazonMar 2019 to Jun 2019
- UnemployedAug 2018 to Mar 2019
- Farmers Financial Solutions, LLCSep 2000 to Aug 2018
- Farmers Insurance GroupFeb 1984 to Aug 2018
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Vanguard Advisers, Inc.
$344.6BAssets managed
791,528Clients
2,464Advisers
31 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4061973
- Firm CRD
- 106715