Roch Earl Monnig
Investment adviser representative at Root Financial Partners
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.1BFirm assets
Are you Roch Earl Monnig? Claim your profile
Contact this firm
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
10 years in the industry.
- Root Financial Partners, LLCJun 2025 to now
- The Burney CompanyDec 2022 to May 2025
- Delegated Planning LLCAug 2022 to Dec 2022
- Origin FinancialJun 2022 to Dec 2022
- Deeper Pockets LLCMay 2022 to Dec 2022
- Forest Avenue Paraplanning LLCMay 2022 to Dec 2022
- Pya Waltman Capital, LLCMay 2017 to May 2022
- LPL Financial, LLCMay 2016 to Apr 2017
- Tennessee Valley Asset Management PartnersMay 2016 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (TN).
Root Financial Partners
Legal name: Root Financial Partners, LLC
$2.1BAssets managed
858Clients
64Advisers
4 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
- 6639775
- Firm CRD
- 290289