Roger Erwin Klein
Investment adviser representative at Ventura Wealth Management
44 yearsExperience
1 stateRegistered in
$713.5MFirm assets
16 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
44 years in the industry.
- Ventura Wealth ManagementSep 2021 to now
- Timing Strategies CorporationJan 1982 to now
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (PA).
Ventura Wealth Management
Legal name: Nvwm LLC
$713.5MAssets managed
590Clients
9Advisers
16 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
- 4372678
- Firm CRD
- 152301