Samuel G. Rouman,  CFP<sup>&reg;</sup> - Financial Advisor

Samuel G. Rouman, CFP®

AIF®, ChFC, CLU

Chief Planning Officer, Wealth Advisor

BerganKDV Wealth Management

3800 American Blvd, Ste 1000
Bloomington, MN 55431
FINANCIAL ADVISOR'S WEBSITE
(952) 563-6950 CONNECT WITH Samuel
  • facebook link
  • twitter link
  • linkedin link
  • youtube link

General

Samuel Rouman is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at BerganKDV Wealth Management in Bloomington, MN and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - Chartered Life Underwriter

Insurance Licenses

  • Life insurance: MN
  • Health/disability insurance: MN
  • Fixed annuities: MN

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Career Change, Business Taxes, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Mutual Funds, Getting Married, Job Loss, Real Estate, Insurance, Retirement, Stocks & Bonds, Startup, Succession Planning, Starting a Family, Tangible Assets, Long-term Care, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

More

Helpful Financial Planning Resources