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Dave Roettker
Profile
David Robert Roettker worked as an Investment Representative at Fifth Third Bancorp, a Portfolio Manager at Johnson Investment Counsel, Inc., and a Financial Planner at Brecek & Young Advisors, Inc. He received his undergraduate and graduate degrees from Xavier University and also earned an MBA.
Former positions of Dave Roettker
Companies | Position | End |
---|---|---|
Brecek & Young Advisors, Inc.
![]() Brecek & Young Advisors, Inc. Investment Banks/BrokersFinance Part of AG Artemis Holdings LP, Brecek & Young Advisors, Inc. is a company that provides securities and wealth management services. The company is based in Folsom, CA. Brecek & Young Advisors was acquired by Securities America Financial Corp., part of AG Artemis Holdings LP from August 17, 2011 on December 31, 2008 for $26 million. | Corporate Officer/Principal | - |
FIFTH THIRD BANCORP | Corporate Officer/Principal | - |
Johnson Investment Counsel, Inc.
![]() Johnson Investment Counsel, Inc. Investment ManagersFinance Johnson Investment Counsel, Inc. (Johnson) is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by Timothy Johnson in 1965. Johnson offers investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business or governmental entities. | Portfolio Manager-Equities | - |
Training of Dave Roettker
Xavier University | Graduate Degree |
Experiences
Positions held
Linked companies
Listed companies | 1 |
---|---|
FIFTH THIRD BANCORP | Finance |
Private companies | 2 |
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Johnson Investment Counsel, Inc.
![]() Johnson Investment Counsel, Inc. Investment ManagersFinance Johnson Investment Counsel, Inc. (Johnson) is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by Timothy Johnson in 1965. Johnson offers investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business or governmental entities. | Finance |
Brecek & Young Advisors, Inc.
![]() Brecek & Young Advisors, Inc. Investment Banks/BrokersFinance Part of AG Artemis Holdings LP, Brecek & Young Advisors, Inc. is a company that provides securities and wealth management services. The company is based in Folsom, CA. Brecek & Young Advisors was acquired by Securities America Financial Corp., part of AG Artemis Holdings LP from August 17, 2011 on December 31, 2008 for $26 million. | Finance |
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