Roshan Loungani

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About Roshan Loungani

Roshan serves as a wealth advisor and partner at Arete Wealth Management. He joined Arete in 2008 and became the firm's first advisor in the position of retirement planning specialist, where he is truly in his element helping clients take control of their financial future.

Roshan has earned both a Certified Financial Planner^™ (CFP^®) and a Chartered Retirement Planning Counselor (CRPC^®) designations, awarded by the College for Financial Planning.

Roshan produces an informative podcast called The Retirement Lifestyle Show with Arete Wealth Advisors Erik Olson and Adrian Nicholson. The show explores a variety of retirement matters relevant to listeners navigating the path to the ideal retirement.

Roshan resides in Oak Hill, Virginia with his wife and three children. He spends most of this free time playing with his children and escorting them to various activities. He also makes time to work out and he enjoys listening to music in his downtime.

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General Information

Firm Start Year

2000

No. of Employees

CRD#

4256993

Firm CRD#

44856

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Roshan began his financial career in 1997 as an intern with Morgan Stanley Dean Witter in Washington, D.C. In 2000 he joined Ameriprise Financial Services as a financial advisor and manager for American Express. It was here that Roshan began building a reputation as an accomplished fiduciary consultant and trust personal financial advisor.

When Roshan joined Arete Wealth Management in 2008 the firm managed less than $100 million in assets. Today, Arete Wealth Management is an award winning, nationally recognized industry leader with 35 offices and 145 registered advisors throughout the U.S. with more than $4 billion in assets.

Work with the following types of clients

Individual Investors

Advisory Services Provided

401K Rollovers, Wealth Management, Financial Planning for Individuals, Retirement Planning, Investment Advice & Management, Financial Planning, Portfolio Management

Compliance

Registered Investment Advisor

Registered Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, CRPC^®

Securities Licenses

Series 66, Series 7

Insurance and Annuity Licenses

Variable Life, Long Term Care, Disability, Annuity, Health, Life, Variable Annuity

Firm Information

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

$50,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$250,000

Compensation Methods

Based on Assets

Education

Bachelor of Science - Finance & Marketing

University of Maryland
1996 -1999

Disclosures

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Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1880569/paladinregistry-Arete-Wealth-Management,-LLC-detailed-disclosure.html

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Paladin Research Report For:

Arete Wealth Management, LLC