Dan Christian Roehm
Investment adviser representative at Csenge Advisory Group, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$3.2BFirm 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
10 years in the industry.
- Integrity Alliance, LLC.Nov 2025 to now
- Csenge Advisory Group, LLCNov 2021 to now
- Tight Five LLCMar 2016 to now
- Lion Street FinancialNov 2021 to Nov 2025
- Benchmark Financial Wealth Advisors LLCAug 2017 to Jul 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 1 state (FL).
Csenge Advisory Group, LLC
$3.2BAssets managed
7,199Clients
70Advisers
14 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
- 5200069
- Firm CRD
- 131167