Eric Benjamin Rosel
Investment adviser representative at Rosel Wealth Management, LLC
17 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$630.2MFirm 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 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
17 years in the industry.
- Rosel Wealth Managment, LLCJan 2026 to now
- Rosel Wealth Management, LLCDec 2017 to now
- Morganrosel Wealth Management, LLCDec 2017 to Jan 2026
- Purshe Kaplan Sterlings InvestmentsNov 2017 to Nov 2023
- PksaNov 2017 to Dec 2017
- Morgan Stanley Private Bank, National AssociationJan 2015 to Nov 2017
- Morgan Stanley Smith BarneyFeb 2009 to Nov 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Rosel Wealth Management, LLC
$630.2MAssets managed
317Clients
2Advisers
8 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
- 4409800
- Firm CRD
- 291065