Brookfield wealth management practice celebrates with anniversary bash
Rozman Wealth Management is celebrating its sixth year of doing business from its Brookfield, Wis. location. The practice has nine full-time associates at this location.
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Kurt Rozman, President of Rozman Wealth Management, said, “We are proud of the fact that our practice has grown and become a part of the Brookfield community, it truly is cause for a celebration and a great way to thank our clients, friends, and associates for their continued support. Our 5 year anniversary bash is on Tuesday, March 26th, come as you are anytime between 4:00-7:00 p.m.”
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“Our celebration will include wine and beer tastings, hors d’oeuvres, and raffle prizes. And we’ll be showcasing several local artists with displays of their works,” said Robin Rozman, Director of Operations for Rozman Wealth Management.
Kurt Rozman founded Rozman Wealth Management in 2001. He then moved his investment practice to Brookfield in March of 2008. The team of investment professionals at Rozman Wealth Management is very proud to be a part of the Brookfield community. As a way of giving back to the community, they offer informative and unique workshops open to the public, in an effort to advance knowledge in the areas that impact financial matters. For more information, call 262-798-7979 or visit them on the web: www.rozmanwealth.com.
Rozman Wealth Management is located at 675 N Barker Road, Suite 220, Brookfield, Wis. 53045. They specialize in a comprehensive team based approach to defensive money management and investment planning.
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Rozman Wealth Management is a separate entity from WFAFN.
About Wells Fargo Advisors
With $1.2 trillion in client assets as of December 31, 2012, Wells Fargo provides investment advice and guidance to clients through 15,414 full-service financial advisors and 3,248 licensed bankers. This vast network of advisors, one of the nation’s largest, serves investors through locations in all 50 states and the District of Columbia. Wells Fargo Advisors is the trade name used by two separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company: Wells Fargo Advisors, LLC and Wells Fargo Advisors Financial Network, LLC (members SIPC). Statistics include other broker-dealers of Wells Fargo & Company. www.wellsfargoadvisors.com
About Wells Fargo
Wells Fargo & Company (NYSE: WFC) is a nationwide, diversified, community-based financial services company with $1.4 trillion in assets. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, insurance, investments, mortgage, and consumer and commercial finance through more than 9,000 stores, 12,000 ATMs, the Internet (wellsfargo.com), and has offices in more than 35 countries to support the bank’s customers who conduct business in the global economy. With more than 265,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 26 on Fortune’s 2012 rankings of America’s largest corporations. Wells Fargo’s vision is to satisfy all our customers’ financial needs and help them succeed financially.
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