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John R
Series 63, Series 66
Chicago, IL
SB Advisory, LLC
John Rowoldt is a financial advisor at SB Advisory, LLC with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at firms including Voya Financial Advisors, Robinhood Markets, US Bank, Bank of America, and Merrill. Outside of his advisory work, he is a partner in a rental property venture owned jointly with his spouse. SB Advisory, LLC is an SEC-registered multi-team advisory firm serving individuals, businesses, and retirement plans. The firm primarily provides non-discretionary investment advice, using a combination of mutual funds, ETFs, individual equities, and outside managers, and employs fundamental, technical, and qualitative analysis in portfolio management.
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