Denise Renee Rothermel
Investment adviser representative at Captrust
21 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$1.2TFirm 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
21 years in the industry.
- CaptrustJun 2023 to now
- Capfinancial Partners LLC (captrust)May 2023 to now
- Southern Wealth Investment Advisors LLCMar 2005 to May 2023
- Southern Wealth Management, LLPMar 2005 to May 2023
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 4 states (AZ, LA, TX, UT).
Captrust
Legal name: Capfinancial Partners, LLC
$1.2TAssets managed
41,750Clients
951Advisers
23 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
- 4524903
- Firm CRD
- 175112