Business List: Investment Management Firms in Roseville, CA, United States

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Sacramento Property Management Alpha Omega Investment Services 2428 Professional Dr Suite #200, Roseville, CA 95661
91674xxxx0 acc***********@a******.com 2.1 12
Dunhill & Co 915 Douglas Blvd, Roseville, CA 95678
41575xxxx0
Rachelle Nguyen Roseville, CA 95678
Kenny Heller 600 Montgomery St Ste 1600 San Francisco, CA 94111
41573xxxx3 adm*******@c*****.com 5 91 107401 16349 108000
Sanvordenker Viola C Certified Financial Planner 6963 Mariposa Ave Roseville, CA 95661 91672xxxx2
We Alliance Wealth Advisors 3001 Douglas Blvd Ste 142 Roseville, CA 95661
91632xxxx0 ter**@w************.com
Measured Financial 3017 Douglas Blvd STE 300, Roseville, CA 95661
91697xxxx0 inf*@m****************.com 42
Edward Jones - Financial Advisor: Fred M Jackson 970 Reserve Dr Ste 150 Roseville, CA 95678
91677xxxx4 a.j*********@e**********.com 87601 100000
Wurm Mabbutt & I-Rye 2260 Douglas Blvd Ste 290 Roseville, CA 95661 91678xxxx7
Wisdom Pointe Wealth Advisors - Ameriprise Financial Services, LLC 1700 Eureka Rd #110, Roseville, CA 95661
91678xxxx5 dns*****@a***.com
Solera Asset Managers 1512 Eureka Rd Ste 240 Roseville, CA 95661
91667xxxx0 con****@s*******.com 5 8 5 6 311 10 310
Lisa Metheny - Ameriprise Financial Services 3741 Douglas Blvd Ste 290 Roseville, CA 95661
91667xxxx0 dns*****@a***.com
MassMutual Northern California 1410 Rocky Ridge Dr Ste 330 Roseville, CA 95661
91687xxxx0 ama**********@m*********.com 1 2 4.9 17 562 129 558
Benjamin Hester - Ameriprise Financial Services 1420 Rocky Ridge Dr Ste 200 Roseville, CA 95661
91678xxxx8 dns*****@a***.com
Sutter Wealth Management 3500 Douglas Blvd #150, Roseville, CA 95661
87728xxxx1 inf*@s*******.com
Evolution Advisors - Business Broker 3017 Douglas Blvd STE 300, Roseville, CA 95661
91699xxxx3 inf*@e**********.com 3.7 3 84
WGG Wealth Partners - Ameriprise Financial Services 3741 Douglas Blvd Ste 290 Roseville, CA 95661
91667xxxx0 ben*************@a***.com 3 2 503 91 511
BULMAN WEALTH GROUP 3400 Douglas Blvd Suite 150, Roseville, CA 95661
91645xxxx9 ask@b***********.com 5 4 337 170 375
Ideal Life Wealth Management 9700 Village Center Dr Ste 234 Granite Bay, CA 95746
91623xxxx6 dan***********@l**.com 1 1
Vestech Management 7700 Sunrise Blvd Citrus Heights, CA 95610 91672xxxx2
Better Financial Center 1100 Melody Ln, Roseville, CA 95678 91673xxxx9
Edward Jones - Financial Advisor: Zaida I. Avila 6671 Blue Oaks Blvd Ste 4 Rocklin, CA 95765
91678xxxx6 a.j*********@e**********.com 87601 100000
Mercer Advisors Wealth Management 3741 Douglas Blvd Suite 130, Roseville, CA 95661
91678xxxx6 jca****@m*************.com 2852 28 2900
Edward Jones - Financial Advisor: Grace M Wagstaff 8780 Auburn Folsom Rd Ste 300 Granite Bay, CA 95746
91679xxxx6 a.j*********@e**********.com 87601 100000
Quest Technology Management 9000 Foothills Blvd #100, Roseville, CA 95747
80032xxxx0 ada*******@q*******.com 4.2 22 5 6 317 22 338
Bret Glover - Ameriprise Financial Services 3741 Douglas Blvd Ste 290 Roseville, CA 95661
91667xxxx0 bre**********@a***.com 5 1 503 91 511
Financial Education Services Orangevale, CA 95662 83120xxxx9
Encore Gold and Coin 6827 Lonetree Blvd Ste 101B Rocklin, CA 95765
91687xxxx2 inf*@e****************.com 4.9 39 5 4
Next Level Advisors 983 Reserve Dr Roseville, CA 95678
91696xxxx1 bne****@n****************.net
Mottini Realty Inc 1000 Woodglen Dr, Roseville, CA 95661
91679xxxx0 tin********@g****.com
Tax Deferred Solutions (TDS Group, INC) 6939 Sunrise Blvd #250, Citrus Heights, CA 95610
86644xxxx2 ben*************@t*******.org 4.6 196
Whitsell Financial Partners, LLC 970 Reserve Dr #104, Roseville, CA 95678
91653xxxx7 jus***@w*************.com
Darrell Cleland - Ameriprise Financial Services 1420 Rocky Ridge Dr Ste 200 Roseville, CA 95661
91638xxxx3 dar************@a***.com
IFC and Insurance Marketing, Inc. 102 El Dorado St Auburn, CA 95603
53088xxxx0 dav**@i*****.com 5 5
Crossroad Ventures Group 107 Center St, Roseville, CA 95678
91678xxxx1 asn*****@c****************.net 4.5 8
Merrill Investment & Retirement Financial Center 1188 Galleria Blvd, Roseville, CA 95678
91638xxxx5 dom*****************@b************.com
DAE Capital Strategies 433 Misty Haven Ct, Roseville, CA 95661 91676xxxx7
David Brown - Ameriprise Financial Services 3741 Douglas Blvd Ste 290 Roseville, CA 95661
91667xxxx0 dns*****@a***.com
Chartwell Holdings 3001 Douglas Blvd Ste 330 Roseville, CA 95661 91678xxxx0
Clayton Holcomb- Wealth Management Strategies 967 Reserve Dr Roseville, CA 95678
91678xxxx5 cla************@w*************************.net 5 3 3 2
Asset Preservation Inc 1420 Rocky Ridge Dr STE 270, Roseville, CA 95661
80028xxxx1 ang***@a**********.com 4.8 44
Edward Jones - Financial Advisor: Bob McMahon 8780 Auburn Folsom Rd Ste 300 Granite Bay, CA 95746
91678xxxx3 a.j*********@e**********.com 5 2 87601 100000
Edward Jones - Financial Advisor: Daniel Kirk 576 N Sunrise Ave Ste 115 Roseville, CA 95661
91621xxxx4 a.j*********@e**********.com 5 2 58
My Retirement Exit 9245 Laguna Springs Dr Ste 200 Elk Grove, CA 95758
88858xxxx7 5 1
Edward Jones - Financial Advisor: Erin N Drennon 9580 Oak Ave Pkwy Ste 11 Folsom, CA 95630
91698xxxx2 a.j*********@e**********.com 5 5
Oak Hill Capital Management 3721 Douglas Blvd Roseville, CA 95661 91678xxxx0
G M Kenney & Associates Estate & Insurance Services 6060 Sunrise Vista Dr Citrus Heights, CA 95610 91672xxxx1
Stanley Leong - Private Wealth Advisor, Ameriprise Financial Services, LLC 1700 Eureka Rd STE 110, Roseville, CA 95661
91678xxxx5 dns*****@a***.com
Capitol Public Finance Group 2436 Professional Dr STE 300, Roseville, CA 95661
91664xxxx4 cdo******@c*********.com 167 4 167
RentPros Property Management 730 Sunrise Ave #140, Roseville, CA 95661
91678xxxx0 app*********@r*******.com 4.2 316
Cornerstone Wealth and Tax Advisory Group, Inc. 1540 Eureka Rd STE 103, Roseville, CA 95661
91659xxxx0 adm**@c****.net 4.7 14 127
DIMENSIONS WEALTH MANAGEMENT 915 Highland Pointe Dr STE 250, Roseville, CA 95678
91633xxxx8
Michelle Wilbur - Ameriprise Financial Services 1420 Rocky Ridge Dr Ste 200 Roseville, CA 95661
91638xxxx4 bfl**************@a***.com
Better Financial Education 300 Harding Blvd Ste 103, Roseville, CA 95678
91677xxxx9 inf*@b***********************.com
Edward Jones - Financial Advisor: David G Lee 8037 Greenback Ln Citrus Heights, CA 95610
91672xxxx9 a.j*********@e**********.com 87601 100000
Kenneth Charles Roseville, CA 95678
Reinaldo Mesa - Prudential Financial 2998 Douglas Blvd, Roseville, Ca 95661
91678xxxx7 aar*******************@p*********.com
NextStep4You 1227 Pleasant Grove Blvd, Roseville, CA 95678
91643xxxx7 hea****@n***********.com
Kimberly B Ogden - Atherton Wealth Advisors 5854 Lonetree Blvd Rocklin, CA 95765
91662xxxx2 bar**********@o****************.com
Merrill Investment & Retirement Financial Center 4012 Foothills Blvd, Roseville, CA 95747
91687xxxx6 dom*****************@b************.com
Mike Gomes - BancWest Investment Services Financial Advisor 1112 Galleria Blvd #170, Roseville, CA 95678
91666xxxx3
Safeguard Investment Advisory Group 3005 Douglas Blvd STE 150, Roseville, CA 95661
91696xxxx0 chr**@s******************.com 4 1
Peak Financial Freedom Group 2520 Douglas Blvd # 110, Roseville, CA 95661
91679xxxx3 inf*@p******.com 4.2 13 614 9 636
Titan Equity Asset Management 1420 E Roseville Pkwy #140341, Roseville, CA 95661
91622xxxx9 dat*****************@i****.de 135 231
CrossTie Solutions Folsom, CA 95763
91655xxxx0 6e4*************************************@w*****************.com
GM Kenney and Associates 6060 Sunrise Vista Dr Ste 1450 Citrus Heights, CA 95610 80074xxxx5
B B R Financial Services 1520 Eureka Rd Roseville, CA 95661 91678xxxx7
Heather Smart, CFP , CEPA , APMA , CRPC 3741 Douglas Blvd Ste 290, Roseville, CA 95661
91667xxxx0 dns*****@a***.com 5 5 544
Stifel 1420 Rocky Ridge Dr #340, Roseville, CA 95661
91662xxxx2 abb***@s*****.com 4 4 4775 5200
Diligence Wealth Management, LLC 2530 Douglas Blvd STE 170, Roseville, CA 95661
91690xxxx6 c18*****************************@s*****.wixpress 5 18
Edward Jones - Financial Advisor: Cody C Sloan, CFP®|AAMS™ 970 Reserve Dr Suite 150, Roseville, CA 95678
91677xxxx4 a.j*********@e**********.com 5 1 44
Umpqua Bank 1801 Douglas Blvd, Roseville, CA 95661
91677xxxx6 aar*********@u*********.com 3.9 1189 50653 668 49000 5 3
Hindman Diane Financial Planner 2173 Bel Air Ln Roseville, CA 95678 91678xxxx3
Melton Financial Group 130 Diamond Creek Pl Ste 2, Roseville, CA 95747 91677xxxx7 5 1
Castellan Wealth Management 1891 E Roseville Pkwy Roseville, CA 95661 91678xxxx7
Fox Hill Financial & Insurance Service 2540 Douglas Blvd Ste 200 Roseville, CA 95661
91679xxxx8 cli**********@f***************.com 5 1 137 16 122
Richard P Gootee - Atherton Wealth Advisors 5854 Lonetree Blvd Rocklin, CA 95765
91662xxxx2 bar**********@o****************.com
Allstate Personal Financial Representative: Jeff Kissiar 1050 Opportunity Dr Ste 145, Roseville, CA 95678
91675xxxx1 a****00@a*******.com
Principal Financial Group 1478 Stone Point Dr Ste 390 Roseville, CA 95661
91677xxxx3 a.s****@p********.com 165 179
JTS Property Management 10149 Fair Oaks Blvd #A, Fair Oaks, CA 95628
91653xxxx2 ale****************@j********************.com 4.6 104
DR Summit Wealth Management 5905 Granite Lake Dr STE 110, Granite Bay, CA 95746
87778xxxx4 aki*@d********.com
Everett-Miller Agency 8421 Auburn Blvd Citrus Heights, CA 95610 91672xxxx6
Craig Parker - Ameriprise Financial Services 1420 Rocky Ridge Dr Ste 200 Roseville, CA 95661
91678xxxx7 cra*********@a***.com
Ameriprise Financial Advisors 1420 Rocky Ridge Dr Ste 200 Roseville, CA 95661 91678xxxx3
Edward Jones - Financial Advisor: Adam F Chervenak 9700 Village Center Dr Ste 150 Granite Bay, CA 95746
91679xxxx5 a.j*********@e**********.com 5 5 123 120
Albrecht Insurance Services 915 Highland Pointe Dr Ste 250, Roseville, CA 95678
91664xxxx6 ebe*@e*******.com
Alpha Omega Investment Services Alpha Omega Investment Services 2428 Professional Dr Ste 200, Roseville, CA 95661
91674xxxx0 acc***********@a******.com 2.1 12
2.5 19
USA Investment Group LP 4010 Foothills Blvd Ste 103, Roseville, CA 95747
91694xxxx9 a.r******@u*************.com 1106 37 1100
United Securities Alliance 6545 Sunrise Blvd Citrus Heights, CA 95610 91672xxxx4 1 1
Grant Lewis - Ameriprise Financial Services 1420 Rocky Ridge Dr Ste 200 Roseville, CA 95661
91638xxxx6 ang**********@a***.com 77 436
Edward Jones - Financial Advisor: Shawn Plunkett 1430 Blue Oaks Blvd Ste 130 Roseville, CA 95747
91677xxxx5 a.j*********@e**********.com 6 19
Steve Harris - Private Wealth Advisor, Ameriprise Financial Services, LLC 1420 Rocky Ridge Dr Ste 200, Roseville, CA 95661
91678xxxx5 col**********@a***.com 96
Prabhjot Singh - Wst Properties Sacramento, CA 94203
91692xxxx0 inf*@w************.com 5 28 517 553
West Capital Wealth Management 548 Gibson Dr Ste 130, Roseville, CA 95678
91688xxxx0
Zimmerman Ray Cfp American Expy Financial Advisors 2200 Douglas Blvd Roseville, CA 95661 91678xxxx0
Vanneman Financial Group 919 Reserve Dr Ste 116 Roseville, CA 95678 91684xxxx7 4.4 7
Stone Consulting Group 1013 Galleria Blvd Ste 290, Roseville, CA 95678
91641xxxx2 sto*********************@d***.jewellaprivacy 5 3
Nissi Wealth 2140 Professional Dr, Roseville, CA 95661
91657xxxx0 ter*@n**********.com
Garrison Wealth Management 2901 Douglas Blvd Ste 255, Roseville, CA 95661
91658xxxx8 dve**@d****.com 914 1200
Monolith Financial Group 6806 Fallsbrook Ct #1, Granite Bay, CA 95746
91636xxxx0 cam****@m****************.com 4.9 25 5 20 252 22 273
Jackson Rita Mba Cfp 214 Estates Dr Ste A Roseville, CA 95678 91678xxxx9
Fox Hill Financial & Insurance Services 2540 Douglas Blvd # 300, Roseville, CA 95661
91679xxxx8 rgr***@f***************.com
Edward Jones - Financial Advisor: Greg Williams 3007 Douglas Blvd Ste 145, Roseville, CA 95661
91679xxxx3 a.j*********@e**********.com 118 117
Tipton Michael D Registered Advisor 2130 Professional Dr Ste 220 Roseville, CA 95661 91678xxxx5
Wisdom Pointe Wealth Advisors - Ameriprise Financial Services 2260 Douglas Blvd Ste 245 Roseville, CA 95661
91678xxxx8 dns*****@a***.com
TrueVir Financial 490 Chadbourne Rd Ste A100 Fairfield, CA 94534
51092xxxx7 inf*@t***************.com 5 4
Protection Point Advisors 3200 Douglas Blvd, Roseville, CA 95661
91636xxxx0 inf*@p**********************.com 525 529
Abound Financial 4180 Douglas Blvd Ste 200 Granite Bay, CA 95746
91684xxxx0 dav***@l*********.com 5 17 5 6
Pinnacle Asset Management Inc 2271 Lava Ridge Ct Ste 200, Roseville, CA 95661
91677xxxx7 ada***@p************.com 168 160
Edward Jones - Financial Advisor: Sharla N Caves 5976 Horseshoe Bar Rd Loomis, CA 95650
91666xxxx0 a.j*********@e**********.com 5 1 289
Christine T Cao - Edward Jones 7777 Greenback Ln Ste 211 Citrus Heights, CA 95610
91672xxxx9 a.j*********@e**********.com 5 1
Online Trading Academy Sacramento 3741 Douglas Blvd, Ste 100, Roseville, CA 95661
91640xxxx2 abi*@t*************.com 4.9 55 4.2 21
Edward Jones - Financial Advisor: Brian Casper, CFP® 11249 Gold Country Blvd Suite 150, Gold River, CA 95670
91645xxxx6 a.j*********@e**********.com 5 2 40
Gen XYZ Financial Services 2200A Douglas Blvd Suite 110, Roseville, CA 95661
91678xxxxxxx7
Raymond James - Roseville Branch 3741 Douglas Blvd, Ste 300, Roseville, CA 95661
91694xxxx0 aar************@r***********.com 17482 18000
CONAM Management Corporation 3400 Douglas Blvd Suite 235, Roseville, CA 95661
91678xxxx0 aa@c****.com 3.1 22 2084 165 2200
Financial solutions management 408 Sunrise Ave #7, Roseville, CA 95661
91630xxxx5 kat@l*********.com 5 31
Edward Jones - Financial Advisor: Gary Kneifl 3007 Douglas Blvd Ste 145 Roseville, CA 95661
91679xxxx3 a.j*********@e**********.com 5 3 118 117
Staines Financial 1420 Rocky Ridge Dr Ste 250 Roseville, CA 95661
91666xxxx3 mar*@s***************.com 3 1
Delyon Wealth Management 6801 Five Star Blvd #A, Rocklin, CA 95677
91662xxxx0 j.s****@d*******.com 5 2
D.A. Davidson 2901 Douglas Blvd Ste 255, Roseville, CA 95661
91658xxxx0 a.a@d*********.com 924 1200
Eplanning Securities 3017 Douglas Blvd Roseville, CA 95661 91667xxxx8
Terry Sherrill - Ameriprise Financial Services 3741 Douglas Blvd Ste 290 Roseville, CA 95661
91667xxxx0 dns*****@a***.com 503 91 511
Wurm & Frye Wealth Management 3741 Douglas Blvd Ste 310, Roseville, CA 95661
91678xxxx8 inf*@w************.com 5 4
Jennifer Kachmar - Ameriprise Financial Services 9265 Sierra College Blvd Granite Bay, CA 95746
91667xxxx0 dns*****@a***.com
Capital Investment Management Group Inc 2270 Douglas Blvd, Roseville, CA 95661
91679xxxx0 all****@s************.net
Robert A. Jenkins III 1478 Stone Point Dr, Roseville, CA 95661
91646xxxx5 jen***********@p********.com 257
Wurm & Frye Investment Advisory Group 1544 Eureka Rd Roseville, CA 95661 91678xxxx8
Barber Kenes Retirement Solutions - Ameriprise Financial 1420 Rocky Ridge Dr Ste 200 Roseville, CA 95661
91678xxxx3 bkr******************@a***.com 43 43
Parkshore Wealth Management 5940 Granite Lake Dr, Granite Bay, CA 95746
91679xxxx7 dan***@p**************.com 5 18
Edward Jones - Financial Advisor: Lauren E Kerr 8780 Auburn Folsom Rd Ste 300 Granite Bay, CA 95746
91679xxxx6 a.j*********@e**********.com 87601 100000
Edward Jones - Financial Advisor: Daniel Kirk 970 Reserve Dr Ste 150, Roseville, CA 95678
91677xxxx4 acc**********@e**********.com
Citadel Management Company 1508 Eureka Rd STE 230, Roseville, CA 95661 91679xxxx6 4.7 3
Empyrion Wealth Management 3741 Douglas Blvd Ste 130 Roseville, CA 95661
91678xxxx6 inf*@e*************.com 478 3 513
Liz Daffner 2530 Douglas Blvd Ste 170 Diligence Wealth Management Roseville, CA 95661
91690xxxx6 c18*****************************@s*****.wixpress 5 13 5 33
Tom Chandler - Ameriprise Financial Services 1420 Rocky Ridge Dr Ste 200 Ameriprise Roseville, CA 95661
91638xxxx7 dns*****@a***.com 5 2 5 1 262 269
Frederick Mark D 1400 Rocky Ridge Dr Ste 180, Roseville, CA 95661
91678xxxx2 mfr*******@**.firstallied
Edelman Financial Engines 2901 Douglas Blvd Suite 250, Roseville, CA 95661
83375xxxx3 aar**@e**********************.com 5 3 18780 20 20000
FC360, Inc 1508 Eureka Rd Suite 145, Roseville, CA 95661
91637xxxx0 5 3
Edward Jones - Financial Advisor: Clark N Osterhout 9600 Fairway Dr Ste 140 Roseville, CA 95678
91678xxxx5 a.j*********@e**********.com 87601 100000
Folsom Wealth Advisors Folsom, CA 95630
91623xxxx4 c18*****************************@s*****.wixpress
Capital Edge Financial 2999 Douglas Blvd #350, Roseville, CA 95661
91678xxxx0 inf*@c*******************.net 512 545
David Pratt - Ameriprise Financial Services 1420 Rocky Ridge Dr Ste 200 Roseville, CA 95661
91678xxxx1 col**********@a***.com 215
Conklin Financial Planning 1801 Eureka Rd #504, Roseville, CA 95661
84554xxxx2 she**@c***********************.com
Northwestern Mutual 2990 Lava Ridge Ct #210, Roseville, CA 95661 91621xxxx0 3 2
The Salondaka Team 3721 Douglas Blvd Ste 210 Roseville, CA 95661
91678xxxx0 sar**@y************.com
Eric Graves - Ameriprise Financial Services 1430 Blue Oaks Blvd Ste 290 Roseville, CA 95747
91658xxxx0 ame*******@a***.com 81
Real Property Management Select Roseville 2130 Professional Dr Suite 230, Roseville, CA 95661
91645xxxx0 joh*******@r******.com 4.7 317 300 8 303
Prospero Advisors 925 Highland Pointe Dr Ste 190, Roseville, CA 95678
91674xxxx0 bal******@p***************.com
Sequoia Advisory Group Financial & Insurance Services 1225 Pleasant Grove Blvd # 120, Roseville, CA 95678
91678xxxx0 cha****@s**********.com
Nms Investment Corp. 6418 Sonora Pass Way, Rocklin, CA 95765 91628xxxx7
Stratos Wealth Advisors 1540 Eureka Rd # 101, Roseville, CA 95661
91633xxxx8 inf*@s********.com 271 313
Smart Investor Services 2130 Professional Dr Ste 190 Roseville, CA 95661
91677xxxx7 all**@s*************.cc 5 1 18780 20 20000
Pat Walley - Americas Property Investors Folsom, CA 95630 91698xxxx5 5 1
WGG Wealth Partners 3741 Douglas Blvd Ste 290, Roseville, CA 95661
91667xxxx0 ben*************@a***.com 5 2 503 91 511
The Householder Group 3017 Douglas Blvd, Roseville, CA 95661 91677xxxx2
IPM Investment Property Management 8146 Greenback Ln, Fair Oaks, CA 95628
91674xxxx0 ste**********@a**.com 5 1 130 124
Lilani Wealth Management 1624 Santa Clara Dr Ste 160 Roseville, CA 95661
88852xxxx2 aki**@l*********************.com 5 5 5 4 444 43 442
Gregory Zane - Ameriprise Financial Services 3741 Douglas Blvd Ste 290 Roseville, CA 95661
91667xxxx0 dns*****@a***.com
Robert S Bjekich Roseville, CA 95678
Kambiz Ghazanfari - Ameriprise Financial Services 1420 Rocky Ridge Dr Ste 200 Roseville, CA 95661
91638xxxx1 dns*****@a***.com
Kable Doria - Ameriprise Financial Services 1420 Rocky Ridge Dr Ste 200 Roseville, CA 95661
91638xxxx6 dns*****@a***.com 142 145
Steve Harris - Ameriprise Financial Services 1420 Rocky Ridge Dr Ste 200 Roseville, CA 95661
91678xxxx5 col**********@a***.com 96
Edward Jones - Financial Advisor: Shawn Plunkett, AAMS™|CRPC™ 1430 Blue Oaks Blvd Suite 130, Roseville, CA 95747
91677xxxx5 a.j*********@e**********.com 6 19
Principal Financial Group: Erik M. Bagley 1478 Stone Point Dr STE 390, Roseville, CA 95661
91646xxxx9 bag********@p********.com 3 2
Merit Income Property 2998 Douglas Blvd Roseville, CA 95661 91678xxxx0
Bank of Marin 2510 Douglas Blvd, Ste. 100, Roseville, CA 95661
91674xxxx6 ach**********@b**********.com
Phil Polston - Ameriprise Financial Services 5701 Lonetree Blvd Ste 108-E Rocklin, CA 95765
91682xxxx1 dns*****@a***.com
Marcus & Millichap 3741 Douglas Blvd Ste 200 Roseville, CA 95661
91667xxxx0 aar**************@m**************.com 3.7 3 4560 37 5300
Edward Jones - Financial Advisor: Nicolas Sweetnam 3007 Douglas Blvd Ste 145 Roseville, CA 95661
91679xxxx3 a.j*********@e**********.com 87601 100000
Nvinvestment Group Roseville, CA 95678 70238xxxx3
Colin Grahl - Ameriprise Financial Services 3741 Douglas Blvd Ste 290 Roseville, CA 95661
91667xxxx0 col**********@a***.com 503 91 511
Jeff Yankauskas-Wealth Financial Advisor 1112 Galleria Blvd, Roseville, CA 95678
91620xxxx9 aab****@b************.com 40843 177 41000
TD Ameritrade 1186 Roseville Pkwy Ste 180, Roseville, CA 95661
91672xxxx2 aam***********@t***********.com 3.8 13
Edward Jones - Financial Advisor: David G Brockway 2210 Plaza Dr Ste 100 Rocklin, CA 95765
91678xxxx0 a.j*********@e**********.com 87602 100000
IndigoFlow Financial Group 2260 Douglas Blvd Ste 200 Roseville, CA 95661
91678xxxx8 vio****************@a***.com 103
Tier One Financial & Insurance Services 4168 Douglas Blvd Suite #200, Granite Bay, CA 95746
91687xxxx3
Paul K Wheeler - Ameriprise Financial Services 1223 Pleasant Grove Blvd Ste 100 Roseville, CA 95678
91678xxxx0 dns*****@a***.com
Family Heritage Group 8261 Greenback Ln Ste 100 Fair Oaks, CA 95628
91696xxxx0 3 4
E*TRADE - Temp. CLOSED 905 Highland Pointe Dr Ste 100 Roseville, CA 95678
86678xxxx5 bre************@e*****.com 2.1 7 166301 170000
Bangerter Financial Services 1380 Lead Hill Blvd Ste 180 Roseville, CA 95661
91696xxxx9 dav**@b*****************.com 5 107 5 2
Coach Dareld Phillips 915 Highland Pointe Dr Ste 250 Roseville, CA 95678
91653xxxx7 Coa********@y****.com 5 4 5 11 150 2 158
Canale Joseph Pfa American Expy Financial Advisors 2200 Douglas Blvd Roseville, CA 95661 91678xxxx0
Castellan Financial Advisors 919 Reserve Dr, Roseville, CA 95678
91666xxxx8 wal*@c**************.com
Thomas Sandra Ca American Expy Financil Advsrs 2200 Douglas Blvd Roseville, CA 95661 91678xxxx0
Sierra Financial Planning 1380 Lead Hill Blvd Suite 106, Roseville, CA 95661
91679xxxx2 inf*@s*****.com 8
Edward Jones - Financial Advisor: Daniel McCurdy 5976 Horseshoe Bar Rd Loomis, CA 95650
91666xxxx0 a.j*********@e**********.com 5 1 87601 100000
Charles Ho CFP- Legacy Builders Financial Folsom, CA 95763
91675xxxx3 cha****@l**********************.com 5 1 178
Westlake, Grahl, and Glover 3741 Douglas Blvd, Roseville, CA 95661 91667xxxx0 4.8 4
Sullivan Wealth Management Group 3721 Douglas Blvd Ste 205 Roseville, CA 95661
91652xxxx0 bra**********@s**********.com 4 4
Glover Bret Cfp American Expy Financial Advsrs 2267 Lava Ridge Ct Roseville, CA 95661 91667xxxx0
Westlake Grahl & Glover 9265 Sierra College Blvd, Roseville, CA 95661
91667xxxx0 dns*****@a***.com 503 91 511 4 1
Terra Firma Group Inc 8611 Greenback Ln, Orangevale, CA 95662
91630xxxx7 bar**@t*****.com 582105 46
Integral Financial Management 2390 Professional Dr, Roseville, CA 95661
91677xxxx0 how***@e*****.com
Steven Hudgins - Stifel 1420 Rocky Ridge Dr Ste 340, Roseville, CA 95661
91662xxxx2 has****@s*****.com
5 1
Up Capital Management, Inc 341 Lincoln St, Roseville, CA 95678
91652xxxx0 ant**@u************.com 5 12 218 219
Sarkis Anduze - Ameriprise Financial Services 2260 Douglas Blvd Ste 245 Roseville, CA 95661
91678xxxx8 dns*****@a***.com
Thrive Stewardship Financial Advisors, Inc. 3017 Douglas Blvd Suite 100, Roseville, CA 95661
91679xxxx7 cha*********@t****************.com 5 1
Adams Ashby Financial Advisors 967 Reserve Dr, Roseville, CA 95678 91674xxxx6
Capital Planning Advisors 1420 Rocky Ridge Dr STE 140, Roseville, CA 95661
91628xxxx0 ant****@c**********************.com 200 7 194
Flemming Karen Cfp American Expy Financial Advisrs 2200 Douglas Blvd Roseville, CA 95661 91678xxxx0
Edward Jones - Financial Advisor: Pete McDonald 4275 Rocklin Rd Ste A Rocklin, CA 95677
91662xxxx3 a.j*********@e**********.com 5 3 87602 100000
Thrive Financial Group 970 Reserve Dr Suite 105, Roseville, CA 95678
53039xxxx2 dan*@t**************.group 7
Mike Kenison 6190 Stanford Ranch Rd Rocklin, CA 95765
91697xxxx1 abd********@s*****.org 3.8 190 9860 314 10000
Ron Benning eXp Realty, Sacramento Investor 915 Highland Pointe Dr #215, Roseville, CA 95678
91673xxxx6 inf*@s*****************.com 5 5
Ernesto Crisologo - Ameriprise Financial Services 1223 Pleasant Grove Blvd Ste 100 Roseville, CA 95678
91678xxxx0 dns*****@a***.com
Edward Jones - Financial Advisor: Ryan Noxon 1430 Blue Oaks Blvd Ste 130 Roseville, CA 95747
91677xxxx5 acc**********@e**********.com 87602 100000
Edward Jones - Financial Advisor: Cody C Sloan 970 Reserve Dr Ste 150 Roseville, CA 95678
91677xxxx4 a.j*********@e**********.com 5 1 44
Bbr Financial Services 1508 Eureka Rd Ste 180 Roseville, CA 95661 91677xxxx2
Edward Jones - Financial Advisor: Troy T Drennon 9580 Oak Ave Pkwy Ste 11 Sacramento, CA 95821
91698xxxx4 a.j*********@e**********.com 87601 100000
Addison Avenue Investment Services 1210 Roseville Pkwy #130, Roseville, CA 95678
91674xxxx2 aar************@r***********.com 17482 18000
Buck Wealth Management, Inc. 5207 Sunrise Blvd Ste 120, Fair Oaks, CA 95628
91657xxxx0 5 1
Protected Investors Of America 6060 Sunrise Vista Dr Citrus Heights, CA 95610 91672xxxx5
Cetera Advisor Networks 2356 Gold Meadow Way #270, Gold River, CA 95670
91663xxxx9 eri*******@c*************.com 4 1
LF Property Solutions 800 Micro Ct Ste 1111 Roseville, CA 95678 61955xxxx4
Beacon Wealth Strategies 2200-B Douglas Blvd Suite #150, Roseville, CA 95661
91677xxxx0 aar************@r***********.com 17482 18000
OneSource Health and Wealth Management 4080 Cavitt Stallman Rd Suite 200, Granite Bay, CA 95746
88826xxxx4 con***@h*******************.com 126 132
Woodmen Financial Resources 508 Gibson Dr, Roseville, CA 95678
91643xxxx0 tit**@w************************.com
Easteria & Associates 7777 Greenback Ln Ste 211 Citrus Heights, CA 95610 91672xxxx7
Heather Smart - Ameriprise Financial Services 3741 Douglas Blvd Ste 290 Roseville, CA 95661
91667xxxx0 dns*****@a***.com 5 1 544
Edward Jones - Financial Advisor: Cameron M Reid 1404 Blue Oaks Blvd Ste 130 Roseville, CA 95747
91677xxxx5 a.j*********@e**********.com 87601 100000
The Rocha Group - Morgan Stanley 1478 Stone Point Dr #500, Roseville, CA 95661
91679xxxx0 int**********@m************.com
Expert Property Management 915 Highland Pointe Dr STE 250, Roseville, CA 95678
91681xxxx3 app*********@e*************.com 4.4 14
Peter Gaylord Services Rocklin, CA 95765
27922xxxx0 5 1
PearTree Advisory Group 1227 Pleasant Grove Blvd Ste 200, Roseville, CA 95678
91629xxxx4 bri**@p*********.com
Stan Leavitt - Ameriprise Financial Services 1420 Rocky Ridge Dr Ste 200 Roseville, CA 95661
91678xxxx0 col**********@a***.com 215
Money Experts 2520 Douglas Blvd Roseville, CA 95661 91677xxxx8
Strategic Wealth Legal Advisors. P.C. 3001 Douglas Blvd # 142, Roseville, CA 95661
91632xxxx0 ant****@s*******************.com 5 2
Aaron Karr - Ameriprise Financial Services 1430 Blue Oaks Blvd Ste 290 Roseville, CA 95747
91658xxxx0 aar*******@a***.com 62
Martin Robin Financial Consultant 916 Douglas Blvd Roseville, CA 95678 91678xxxx6
Andrew R Chen - Edward Jones 1430 Blue Oaks Blvd Ste 130 Roseville, CA 95747
91677xxxx5 a.j*********@e**********.com 87601 100000
Steven W. Lease - Morgan Stanley 1478 Stone Point Dr #500, Roseville, CA 95661
91678xxxx9 acc**********@m************.com
FC360 1508 Eureka Rd Ste 145 Roseville, CA 95661
91637xxxx0 doe*****@f****.com 2 5 21
Mass Mutual Financial Group 2241 Douglas Blvd Suite 100, Roseville, CA 95661
91688xxxx0 aah*****@m*********.com 5 1
Next Level Advisors 508 Gibson Dr STE 240, Roseville, CA 95678
91696xxxx1 bne****@n****************.net 5 1
Edward Jones - Financial Advisor: Daniel Kirk, AAMS™ 576 N Sunrise Ave STE 115, Roseville, CA 95661
91621xxxx4 a.j*********@e**********.com 5 5 58
Money Bridge Wealth & Income Planning 300 Harding Blvd Ste 218 Roseville, CA 95678
91687xxxx0 5 15
Gewecke Rick 2200 Douglas Blvd Roseville, CA 95661 91678xxxx0
Jim Biasotti The Sportsman's Financial Advisor 2200 Douglas Blvd Ste 110, Roseville, CA 95661
91678xxxxxxx4
Ryan Kelly - SAFE Financial Services - Wealth Advisor 121 N Sunrise Roseville, CA 95661
91697xxxx3 abd********@s*****.org 4 1 3.8 190 9860 314 10000
Chris Santi - Ameriprise Financial Services 3741 Douglas Blvd Ste 290 Roseville, CA 95661
91667xxxx0 chr****************@a***.com 503 91 511
Safe Harbor Pension & Wealth 1504 Eureka Rd Ste 230 Roseville, CA 95661
91686xxxx0 ean******@s***********.com 5 1
FuturePoint Wealth Advisors - Ameriprise Financial Services 1420 Rocky Ridge Dr Ste 200 Roseville, CA 95661
91678xxxx0 col**********@a***.com 5 1 215
USA Properties Fund, Inc. 3200 Douglas Blvd STE 200, Roseville, CA 95661
91677xxxx0 aab****@u**********.com 3.7 21 717 780
20/20 Financial Advisers of Sacramento 3017 Douglas Blvd Ste 300 Roseville, CA 95661 91677xxxx2
Parkshore Wealth Management 50 Iron Point Cir Ste 140, Folsom, CA 95630
91679xxxx7 and*******@p**************.com
FuturePoint Wealth Advisors - Ameriprise Financial Services, LLC 1420 Rocky Ridge Dr Ste 200, Roseville, CA 95661
91678xxxx1 col**********@a***.com 5 1 215
LPL Financial - McLaughlin, Neyer, Stockton 2530 Douglas Blvd Suite 130, Roseville, CA 95661 91691xxxx5
DeBoer Financial Group 975 Reserve Dr Roseville, CA 95678
91679xxxx8 5388 47 5500
BBMP Wealth Management and Insurance Services 2990 Lava Ridge Ct #210, Roseville, CA 95661
91667xxxx0 ale**********@n*.com 2 4
Edward Jones - Financial Advisor: Patrick V Magnani 4320 Elverta Rd Ste 7 Antelope, CA 95843
91674xxxx0 a.j*********@e**********.com 87601 100000
Wells Fargo Advisors 1504 Eureka Rd Suite 300, Roseville, CA 95661
91678xxxx5 a.b@w*****************.com 188200 189000
Blueprint Financial and Insurance Services 2360 Professional Dr Ste 200 Roseville, CA 95661
91678xxxx2 der**@b********************.com 5 3
Parkshore Wealth Management 3007 Douglas Blvd Ste 150, Roseville, CA 95661
91679xxxx7 dan***@p*********.com 193
Raymond James Financial Services 2200B Douglas Blvd Suite 150, Roseville, CA 95661
91677xxxx0 aar************@r***********.com 17482 18000 5 1
Vanhamersveld Betsey B Cfp 1220 Melody Ln Ste 140 Roseville, CA 95678 91678xxxx9
Courtney Chapman - Edward Jones 8150 Sierra College Blvd Ste 190 Roseville, CA 95661
91694xxxx0 a.j*********@e**********.com 87601 100000
Edward Jones - Financial Advisor: Dan Hunter 8006 Folsom Auburn Rd Folsom, CA 95630
91698xxxx6 a.j*********@e**********.com 87601 100000
Karen Bothe - Ameriprise Financial Services 3741 Douglas Blvd Ste 290 Roseville, CA 95661
91667xxxx0 dns*****@a***.com 503 91 511
Stanley Leong - Ameriprise Financial Services 1700 Eureka Rd Ste 110 Roseville, CA 95661
91678xxxx5 dns*****@a***.com 5 1
Erich Brashears - Private Client Advisor 1112 Galleria Blvd, Roseville, CA 95678
91620xxxx7 aab****@b************.com 5 1 40843 177 41000
Safe Harbor Pension & Wealth 2998 Douglas Blvd STE 320, Roseville, CA 95661
87725xxxx5 ean******@s***********.com 185 3 183
Palmer Capital Inc 1478 Stone Point Dr #250, Roseville, CA 95661
91646xxxx0 c.m***@p************.com
Tridea Advisors 1013 Galleria Blvd Suite 210, Roseville, CA 95678
53082xxxx8 all************@a****************.com 3 2 5388 47 5500
Douglas W. Van Order 2241 Douglas Blvd, Roseville, CA 95661
91687xxxx3 dou*@t***************.com
Smart Invester 6810 Five Star Blvd Rocklin, CA 95677 91662xxxx0
Pierman Real Estate and Property Management 8220 Canyon Oak Dr, Citrus Heights, CA 95610
91623xxxx8 cin**@b*******.com 4.4 22
Don Jacobs - Ameriprise Financial Services 1420 Rocky Ridge Dr Ste 200 Roseville, CA 95661
91672xxxx3 dns*****@a***.com
Damian Lima - Edward Jones 6556 Lonetree Blvd Ste 100 Rocklin, CA 95765
91678xxxx0 a.j*********@e**********.com 72 88
Stephen Westlake - Ameriprise Financial Services 3741 Douglas Blvd Ste 290 Roseville, CA 95661
91667xxxx0 dns*****@a***.com 1 2 503 91 511
Natoli Wealth Management 2237 Douglas Blvd # 140, Roseville, CA 95661
91660xxxx7
Bopp James E Pfa American Expy Financial Advisors 2200 Douglas Blvd Roseville, CA 95661 91678xxxx0
Global Private Equity Group, LLC. 80194xxxx5 5 1
The Bopp Montalvo Group - Morgan Stanley 1478 Stone Point Dr #500, Roseville, CA 95661
91679xxxx0 int**********@m************.com
Financial Advocates Investment Management - Northern California 2267 Lava Ridge Ct Ste 105 Roseville, CA 95661
91675xxxx5
Granite Bay Asset Management Group 2404 Professional Dr, Roseville, CA 95661 91679xxxx7
Placer Property Management Inc 514 Vernon St, Roseville, CA 95678
91678xxxx3 pla*******@p************.net 2.4 20
CAPTRUST 1410 Rocky Ridge Dr #150, Roseville, CA 95661
91692xxxx7 aar*********@c*******.com 449 62 577
Financial Solutions Network 1478 Stone Point Dr, Roseville, CA 95661
91622xxxx5 log**@s*************.com 3 2
Charles Schwab 1186 Roseville Parkway Suite #180 Roseville, CA 95678
91678xxxx0 chr**************@s*****.com 3.5 16 2.4 10
Bjekich Robert S Cfp American Expy Financil Advsrs 2200 Douglas Blvd Roseville, CA 95661 91678xxxx0
David Pratt - Private Wealth Advisor, Ameriprise Financial Services, LLC 1420 Rocky Ridge Dr Ste 200, Roseville, CA 95661
91678xxxx1 col**********@a***.com 215
Investors Property Mgmt 1603 Jordan Dr Roseville, CA 95661 91678xxxx3
My Equity Comp 2339 Gold Meadow Way, Gold River, CA 95670
88883xxxx7 atr*****@m***********.com 5 2 5 5 111 20 112
Anderson Harold C 3007 Douglas Blvd Ste 150 Parkshore Wealth Management Roseville, CA 95661
91679xxxx7 dan***@p*********.com
Baird Private Wealth Management 1400 Rocky Ridge Dr #250, Roseville, CA 95661
87779xxxx7 ape*****@r******.com 4 4 8164 953 8700
Edward Jones - Financial Advisor: Jerry Newman 9205 Sierra College Blvd Ste 190 Granite Bay, CA 95746
91678xxxx0 a.j*********@e**********.com 3.7 3
Rachael V Burns - Ameriprise Financial Services 1420 Rocky Ridge Dr Ste 200 Roseville, CA 95661
91678xxxx1 dns*****@a***.com
Fidelity Investments 1220 Roseville Pkwy Ste 100 Roseville, CA 95678 91678xxxx9 2 18
David L Aton - Private Wealth Advisor, Ameriprise Financial Services, LLC 1420 Rocky Ridge Dr Ste 160, Roseville, CA 95661
91678xxxx0 dav*********@a***.com 5 1
American Express Financial Advisors 2200 Douglas Blvd Roseville, CA 95661 91678xxxx0
Asset Commercial Credit 2210 Plaza Dr #250, Rocklin, CA 95765
91661xxxx0 bst********@a******.com 5 1 25
Edward Jones - Financial Advisor: Gabriella I Lundqvist 8780 Auburn Folsom Rd Ste 300 Granite Bay, CA 95746
91679xxxx6 acc**********@e**********.com 5 1 87601 100000
Hutchison Financial Group 5 Sierra Gate Plaza #340, Roseville, CA 95678
91678xxxx4 jon**********@l**.com 5 4 582106 46
Sierra Ridge Advisor Group 915 Highland Pointe Dr, Roseville, CA 95678
91689xxxx7 aal*****@s****************.com 5 6
Edward Jones - Financial Advisor: Anthony M Wilcox 8150 Sierra College Blvd Ste 190 Roseville, CA 95661
91621xxxx3 a.j*********@e**********.com 87601 100000
D.A.E Wealth Management
91676xxxx7 dou*@d*******************.com 5 10 178 180
Northwestern Mutual Financial 3017 Douglas Blvd Suite 150, Roseville, CA 95661
91667xxxx0 a.-***********@n*****************.com 107325 16244 108000
Protection Point Advisors 3200 Douglas Blvd Ste 305 Roseville, CA 95661
91636xxxx0 inf*@p**********************.com 525 529
Stephanie Kerns - Ameriprise Financial Services 3741 Douglas Blvd Ste 290 Roseville, CA 95661
91667xxxx0 dns*****@a***.com 503 91 511
Action Properties Real Estate Services, Inc 605 Oak St, Roseville, CA 95678
91678xxxx9 bre****@a***************.net 4.6 237
U-Core Capital 5955 Granite Lake Dr # 120, Granite Bay, CA 95746
91678xxxx1 inf*@u************.com
Investors Choice Property Management 3017 Douglas Blvd STE 300, Roseville, CA 95661
91677xxxx7 cde********@i****************.com 3.7 15
Jennifer Kachmar - Ameriprise Financial Services 3741 Douglas Blvd Ste 290 Roseville, CA 95661
91667xxxx0 dns*****@a***.com
Jeff Yankauskas - Wealth Financial Advisor 1112 Galleria Blvd #170, Roseville, CA 95678
91620xxxx9 aab****@b************.com 40843 177 41000
Leslie Gabbard - Ameriprise Financial Services 3741 Douglas Blvd Ste 290 Roseville, CA 95661
91667xxxx0 dns*****@a***.com
U.S. Bancorp Investments - Financial Advisors: Roseville 221 Estates Dr, Roseville, CA 95678
91647xxxx4 aar************@u*****.com 345231 5468 348000
L5 Lending 6806 Fallsbrook Ct Granite Bay, CA 95746
31069xxxx2 ale***@l*******.com 5 8 337
Tri Counties Advisors 3700 Douglas Blvd, Roseville, CA 95661
91698xxxx6 aar************@r***********.com 17482 18000
Landmark Limited Group of Companies, Inc. 1731 E Roseville Pkwy #100, Roseville, CA 95661
91674xxxx1 acc*******@l**************.net 2.2 28
WisdomPEAK Wealth Advisors - Ameriprise Financial Services, LLC 1430 Blue Oaks Blvd Ste 290, Roseville, CA 95747
91658xxxx0 dns*****@a***.com 110 112
David L Aton - Ameriprise Financial Services 1223 Pleasant Grove Blvd Ste 100 Roseville, CA 95678
91678xxxx0 dav*********@a***.com
Raymond James Financial Services 4240 Rocklin Rd Ste 6, Rocklin, CA 95677-2862
91658xxxx5 aar************@r***********.com 17482 18000
The GrayHawk Group - UBS Financial Services Inc. 3001 Douglas Boulevard, Suite 160, Roseville, CA 95661
91677xxxx7 abc*******@u**.com
Americafirst Capital Management, Llc 8150 Sierra College Blvd., Roseville, Ca 95661 91678xxxx0
Empyrion Wealth Management Inc 3741 Douglas Blvd Suite 130, Roseville, CA 95661 91678xxxx6 ann*****@e*************.com 478 3 513
HBW Advisory Services 3017 Douglas Blvd Suite 100, Roseville, CA 95661
86651xxxx9 bra********@h**********.com
Bangerter Financial Services, Inc. 1380 Lead Hill Blvd STE 180, Roseville, CA 95661
91696xxxx9 dav**@b*****************.com 5 107 482 3 512
Graystone Consulting - Roseville, CA - Morgan Stanley 1478 Stone Point Dr #500, Roseville, CA 95661
91679xxxx2 int**********@m************.com
Financial Sobriety 3400 Douglas Blvd Suite 240, Roseville, CA 95661
87728xxxx0 inf*@y********************.com 5 7 832 9 849
Archuleta & Co 1050 Opportunity Dr Ste 190, Roseville, CA 95678
91685xxxx4 jar***@g**********.com
Stan Leavitt - Private Wealth Advisor, Ameriprise Financial Services, LLC 1420 Rocky Ridge Dr Ste 200, Roseville, CA 95661
91678xxxx0 col**********@a***.com 215
DCA Partners 3721 Douglas Blvd #350, Roseville, CA 95661
91696xxxx0 aas**************@d**********.com
Merrill Lynch Wealth Management 2998 Douglas Blvd #290, Roseville, CA 95661
91677xxxx0 ali*************@m*.com 3.5 2
Solera Asset Managers 1504 Eureka Road, Suite 390, Roseville, CA 95661
91667xxxx0 con****@s*******.com 5 8 5 6 311 10 310
Edward Jones - Financial Advisor: Christopher R. Dominguez 7086 Auburn Blvd Ste 120 Citrus Heights, CA 95621
91672xxxx6 aar***********@e**********.com 5 1 87601 100000
Sierra Financial Planning & Asset Management 1380 Lead Hill Blvd Ste 106, Roseville, CA 95661
91679xxxx2 inf*@s*****.com
Results Property Management 110 Judah St, Roseville, CA 95678
res******@g****.com 4.6 220 134
Securities America 2271 Lava Ridge Ct Roseville, CA 95661 91677xxxx7
Monika Reyes - Ameriprise Financial Services 3741 Douglas Blvd Ste 290 Roseville, CA 95661
91667xxxx0 dns*****@a***.com 503 91 511
The Auwinger Group - Morgan Stanley 1478 Stone Point Dr #500, Roseville, CA 95661
91679xxxx8 int**********@m************.com
Sterling Retirement Group of Sacramento 300 Harding Blvd STE 115, Roseville, CA 95678
91672xxxx2 5 3
Wedbush Securities 2999 Douglas Blvd STE 260, Roseville, CA 95661
91678xxxx0 a@w******.com
Allworth Financial 3017 Douglas Blvd Suite 140, Roseville, CA 95661
91678xxxx5 bil***********@a****************.com 4.2 10 5388 47 5500
Granite Bay Capital Management, Inc 2200 Douglas Blvd # 110A, Roseville, CA 95661 91677xxxx6
Routh W David CFP 5905 Granite Lake Dr Granite Bay, CA 95746 91678xxxx4
Capital Property Management 10100 Fair Oaks Blvd # I, Fair Oaks, CA 95628
91686xxxx0 adr*****@c**********.com 2.8 9 163 13 177
Plan Well Live Well 2530 Douglas Blvd Ste 100 Roseville, CA 95661
91679xxxx0 cry****@p***************.com 4.7 3 138
Alpha Retirement Wealth 2377 Gold Meadow Way, Gold River, CA 95670
91622xxxx6 inf*@a******.com
South Placer Wealth Management Group 3175 Sunset Blvd Ste 102 Rocklin, CA 95677
91625xxxx2 dwi****@s****.com 4 4 5 1
Morgan Stanley Financial Advisors 1478 Stone Point Dr #500, Roseville, CA 95661
91679xxxx0 acc**********@m************.com
Angela Adler - Ameriprise Financial Services 1420 Rocky Ridge Dr Ste 200 Roseville, CA 95661
91638xxxx2 ang***********@a***.com 48 47
The Chandler Group - Ameriprise Financial Services 1420 Rocky Ridge Dr Ste 200 Roseville, CA 95661
91678xxxx3 dns*****@a***.com 262 269
Edward Jones - Financial Advisor: Jon Benecke, CEPA®|AAMS™|CRPS™ 1259 Pleasant Grove Blvd Suite 150, Roseville, CA 95678
91686xxxx6 a.j*********@e**********.com 4.5 2
Michael Montgomery 1504 Eureka Rd Roseville, CA 95661
91678xxxx9 a-w***************@w*****************.com 188200 189000
Income Planning Associates 3017 Douglas Blvd Ste 250-B Roseville, CA 95661
88888xxxx8
Stephen Westlake - Financial Advisor, Ameriprise Financial Services, LLC 3741 Douglas Blvd Ste 290, Roseville, CA 95661
91667xxxx0 dns*****@a***.com 1 2 503 91 511
Granite Exchange Services 5925 Granite Lake Dr Ste 150 Granite Bay, CA 95746
80089xxxx9 inf*@1**********.com 5 9 5 7 2000
Erich Brashears-Private Client Advisor 1112 Galleria Blvd, Roseville, CA 95678
91620xxxx7 aab****@b************.com 3 40843 177 41000
Legacy Capital Management 3741 Douglas Blvd Ste 320 Roseville, CA 95661
91678xxxx0 ahm*************@g****.com
WGG Wealth Partners - Ameriprise Financial Services, LLC 3741 Douglas Blvd Ste 290, Roseville, CA 95661
91667xxxx0 ben*************@a***.com 5 1 503 91 511
VALIC Financial Advisors Office 2901 Douglas Blvd #150, Roseville, CA 95661
91678xxxx0 aar***********@v****.com 1 2
Bradley Fagliano Roseville, CA 95661
Staines Financial, LLC 1420 Rocky Ridge Dr #250, Roseville, CA 95661
91666xxxx3 mar*@s***************.com
Edward Jones - Financial Advisor: Garson T Graham 1404 Blue Oaks Blvd Ste 130, Roseville, CA 95747
91677xxxx5 a.j*********@e**********.com 5 1
Michael Rodegerdts - Ameriprise Financial Services 1430 Blue Oaks Blvd Ste 290 Roseville, CA 95747
91658xxxx0 dns*****@a***.com 148 155
Michael Douglas Pettit - Ameriprise Financial Services 1430 Blue Oaks Blvd Ste 290 Roseville, CA 95747
91658xxxx0 ame*******@a***.com
Verdeo Capital Group, Inc. 4168 Douglas Blvd, Granite Bay, CA 95746
91658xxxx0 car*****@v************.com 5 11 20 21
AAA Property Management 8775 Sierra College Blvd Ste 200, Roseville, CA 95661 91678xxxx5 1.7 3 1 1
American River Ventures 2270 Douglas Blvd Ste 212, Roseville, CA 95661 91678xxxx8 che***@a*********.com
All Asset Property Management 1220 Melody Ln, Roseville, CA 95678
91689xxxx9 inf*@a*************************.com 4.2 5 3
Securities America Inc Knyn L Ldrr Rgstrd Rprsnttv 2271 Lava Ridge Ct Roseville, CA 95661 91677xxxx7
Sullivan Wealth Management Group 3721 Douglas Blvd, Roseville, CA 95661
91652xxxx0 bra**********@s**********.com
Barca International Investments Usa & Italy 275 Folsom Rd Roseville, CA 95661 91678xxxx0
Act Financial Planning 6963 Mariposa Ave Roseville, CA 95661 91672xxxx2
Michael Douglas Pettit - Ameriprise Financial 1430 Blue Oaks Blvd Ste 290 Roseville, CA 95747
91658xxxx0 ame*******@a***.com
SteadyBridge Financial Group - Ameriprise Financial Services 1420 Rocky Ridge Dr Ste 200 Roseville, CA 95661
91678xxxx3 dns*****@a***.com 142 145
Pacific Capital Investments 1400 Rocky Ridge Dr # 150, Roseville, CA 95661
91677xxxx0 avo*****@p******.com
Roseman Wagner Wealth Management 4970 Rocklin Rd STE 200, Rocklin, CA 95677
91665xxxx4 aar**@r************.com
Robert Townsend - Morgan Stanley 1478 Stone Point Dr #500, Roseville, CA 95661
91679xxxx6 int**********@m************.com
Saxe Capital 2999 Douglas Blvd STE 180, Roseville, CA 95661
66923xxxx0 inf*@s**********.com 5 7
Violetta Terpeluk - Ameriprise Financial Services 2260 Douglas Blvd Ste 245 Roseville, CA 95661
91678xxxx8 bre*************@a***.com 103
Granite Bay Ventures 2998 Douglas Blvd Roseville, CA 95661 91678xxxx0
Clarion Partners 2990 Lava Ridge Ct Ste 230 Roseville, CA 95661 91678xxxx0
Edward Jones - Financial Advisor: Robert S Knippen 8150 Sierra College Blvd Ste 190 Roseville, CA 95661
91621xxxx3 a.j*********@e**********.com 87601 100000
Stone Creek Property Management 11344 Coloma Rd, Gold River, CA 95670
91663xxxx6 chr************@g****.com 2.5 24 107
Peak Investment Solutions LLC 1508 Eureka Rd Ste 180, Roseville, CA 95661
91677xxxx2 kpo**@p*****.net