Emily Wallace Roselle
Investment adviser representative at Tpg Financial Advisors, LLC
19 yearsExperience
1 stateRegistered in
$2.2BFirm assets
13 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 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
- Seminars and workshops
Experience
19 years in the industry.
- Tpg Financial Advisors, LLCMay 2007 to now
- Geneos Wealth ManagementMay 2007 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (OR).
Tpg Financial Advisors, LLC
$2.2BAssets managed
637Clients
18Advisers
13 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
- 5348117
- Firm CRD
- 141153