Roman Ortega
Investment adviser representative at Corrales & Co.
28 yearsExperience
1 stateRegistered in
$174.2MFirm assets
2 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
28 years in the industry.
- Corrales & Company LLCJul 2026 to now
- First Command Advisory Services, Inc.Jan 2025 to now
- Roman Venture Capital LLCFeb 2024 to now
- Global Integrity ConsultingFeb 2022 to now
- Patriotic Properties and Management LLCNov 2017 to now
- United States Army ReserveOct 1998 to now
- First Command Brokerage Services, Inc.Feb 2026 to Jul 2026
- First Command Insurance Services, Inc.Feb 2026 to Jul 2026
- Ingenuity AdvisingFeb 2024 to Jan 2025
- American Public Education IncorporatedApr 2023 to Feb 2024
- Lewis UniversityJun 2013 to Apr 2023
- United States ArmyOct 1998 to Dec 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (IL).
Corrales & Co.
Legal name: Corrales & Company, LLC
$174.2MAssets managed
304Clients
7Advisers
2 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
- 8031009
- Firm CRD
- 332189