Franklin Leonardo Matute
Investment adviser representative at Roserock Wealth Management, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$275MFirm 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
- Pension consulting
Experience
10 years in the industry.
- Roserock Wealth Management, LLCSep 2018 to now
- Lee Financial Company, LLCFeb 2016 to Sep 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (TX).
Roserock Wealth Management, LLC
$275MAssets managed
74Clients
2Advisers
5 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
- 5147408
- Firm CRD
- 288088