Denny Roodman, ChFC, CFP®Integrated Financial Group – St. Louis
Phone: 314-576-4488 Denny established his financial consulting practice in 1989 and served as the President of the Missouri Chapter of Certified Fund Specialist for two years. In 2009 Denny was honored to be named as one of the top 4% of wealth managers in the St. Louis area as seen in St. Louis Magazine.* Denny's deep sense of client responsibility is why he chose to be Independent and not represent a proprietary product chain. By keeping his true independence Denny believes that his client's best interests are preserved and promoted while removing the conflict of interest that can exist in a non-Independent environment. "As the creators of The Lifestyle Navigator™," Denny says, "we act as your financial navigator to help you enhance your lifestyle and achieve your dreams. THe Lifestyle Navigator™ is designed to help you create life-long wealth, enhance the quality of your life, and achieve your dreams." Denny is known in St. Louis as a leading authority in Retirement Distribution Planning, a planning process that helps retirees develop investment and tax strategies seeking to optimize their retirement wealth. He holds the designations of CERTIFIED FINANCIAL PLANNER™ (CFP®), and Chartered Financial Consultant (ChFC). He has successfully completed the curriculums for the Certified Fund Specialist and the Corporation for Long Term Care Certification. He stays current in his financial fields to ensure that his clients receive comprehensive and accurate information. Securities offered through Securities America, Inc. Member FINRA/SIPC. Denny Roodman, Registered Representative. Advisory Services offered through Securities America Advisors, Inc. Denny Roodman, Financial Planner. Integrated Financial Group, Inc. and the Securities America companies are unaffiliated. *The FIVE STAR Wealth Manager list is created by Crescendo Business Services, LLC. It includes less than 4% of wealth managers in the St. Louis area in 2009 and reflects those scoring highest in client satisfaction. Wealth managers were identified by surveys conducted with 42,000 consumers and 5,800 financial professionals, and evaluated across nine attributes-customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting financial objectives, post-sales service, quality of recommendations, and overall satisfaction. Favorable and unfavorable evaluations are included in the score. Each wealth manager is reviewed for regulatory actions, civil judicial actions, and customer complaints. Wealth managers do no pay a fee to be included in the research or final list. Scores reflect an average of all respondents and may not be representative of any one client’s evaluation. Working with a FIVE STAR Wealth Manager does not guarantee investment success. ![]()
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200 Ashford Center North Phone: 770-353-6400 |
