Kelly L Roemers
Investment adviser representative at Statheros Financial Solutions, Inc.
24 yearsExperience
1 stateRegistered in
$926.2MFirm assets
6 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
24 years in the industry.
- Statheros Financial Solutions, Inc.Nov 2019 to now
- Pgr Solutions, LLC (succeeded To Statheros Financial Solutions)Aug 2002 to Nov 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (CA).
Statheros Financial Solutions, Inc.
$926.2MAssets managed
625Clients
11Advisers
6 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
- 4387930
- Firm CRD
- 306217