Levi Rogeness
Financial advisor at Greenstone Wealth Management · Forest City, IA
Last updated 2026-10-10
Claim your profileLevi Rogeness is a financial advisor at Greenstone Wealth Management in Forest City, IA, CRD 7653908. Licenses and exams on the registration: Series 65. IAPD registration began 2023-02-24.
Registration
- CRD number
- 7653908
- Registration status
- Active
- IAPD registration
- 2023-02-24
- Industry Experience
- 3 years
- Work Experience
- 11 years
- States registered
- IA
Licenses and exams
- Series 65
Work history
- 2015-06 to 2017-06 · Winnebago Industries · Forest City, IA
- 2018-02 to 2019-07 · Kingland Systems · Ames, IA
- 2021-04 to Present · Winnebago Industries · Forest City, IA
- 2017-07 to 2018-02 · Unemployed · Forest City, IA
- 2019-07 to 2021-04 · Unemployed · Forest City, IA
Current employment
- Greenstone Wealth Management · Forest City, IA
About
Levi Rogeness is a financial advisor at Greenstone Wealth Management in Forest City, IA. Reported securities licenses include Series 65. The latest record indicates 3 years of industry experience and 11 years of reported work history. Reported roles include Winnebago Industries, Unemployed, Kingland Systems, among others.
Location
101 N Clark St, Forest City, IA 50436
Official record
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