Robert Renn Rothrock
Investment adviser representative at Insight Folios
24 yearsExperience
1 stateRegistered in
$331.3MFirm assets
7 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
Experience
24 years in the industry.
- Insight Folios, Inc.Jun 2025 to now
- Rothrock Financial Group, LLCMay 2024 to now
- American Health BenefitsJul 2002 to now
- Texas Elite Advisory, LLCApr 2016 to Jun 2025
- Safe Retirements, LLCMar 2009 to Jun 2023
- Consumer Shield Inc.Jan 2009 to Jun 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (TX).
Insight Folios
Legal name: Insight Folios Inc
$331.3MAssets managed
1,228Clients
19Advisers
7 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
- 6489587
- Firm CRD
- 174411