Mark Richard Rohloff
Investment adviser representative at Equitable Advisors, LLC
12 yearsExperience
1 stateRegistered in
$47.3BFirm assets
48 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
12 years in the industry.
- Equitable Advisors, LLCJan 2026 to now
- UnemployedMay 2025 to Jan 2026
- University of IowaAug 2021 to May 2025
- Sammy's Pizza Restaurant & TavernAug 2020 to Aug 2024
- The FreezeJun 2019 to Sep 2019
- Crystal Woods Golf CouseMay 2018 to Sep 2018
- Prairie Ridge High SchoolAug 2016 to May 2020
- Unemployed/studentDec 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (IA).
Equitable Advisors, LLC
$47.3BAssets managed
76,027Clients
4,640Advisers
48 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
- 8200082
- Firm CRD
- 6627