Dennis L. Roubal is a Certified Financial Planner and Registered Investment Advisor who resides in Marquette, Michigan.

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General financial information

 

Financial calculators

  Mutual fund companies
  Insurance companies
 
Financial industry oversight
       • Professional organizations
       • Michigan
       • Other state or province
       • U.S. government
       • International

 

 

 

 

 

 

 

 


Alliance for Investor Education
www.investoreducation.org

American Association of Individual Investors (AAII)
www.aaii.com
1-800-428-2244

Bankrate.Com
www.bankrate.com

Bloomberg L.P.
www.bloomberg.com
1-212-318-2000

Business Week
www.businessweek.com
1-800-635-1200

CNN Money
www.CNNmoney.com

Consumer Reports
www.consumerreports.org

Financial Passages
www.financialpassages.com.au

Financial Planning
www.financial-planning.com
1-212-803-8200

Financial Web
www.finweb.com

Investing in Bonds
www.investinginbonds.com

InvestorWords.Com (online glossary)
www.investorwords.com

Kiplinger.com
www.kiplinger.com
1-800-544-0155

Morningstar
www.morningstar.com

New York Stock Exchange
www.nyse.com
1-866-873-7422

Quicken
www.quicken.com

SavingForCollege.Com
www.savingforcollege.com
1-800-400-9113

U.S. Internal Revenue Service
www.irs.gov
1-800-829-1040

U.S. Social Security Administration
www.ssa.gov
1-800-772-1213

Wall Street Journal
www.wsj.com
1-800-568-7625

 


Bankrate.Com
www.bankrate.com

Index to dozens of financial calculators

Bloomberg L.P.
www.bloomberg.com
1-212-318-2000

Index to dozens of financial calculators

CNN Money
www.CNNmoney.com

Index to dozens of financial calculators

Investing in Bonds
www.investinginbonds.com

Index to bond calculators

New Horizon Marketing
www.nhm1.com

Index to several financial calculators

SavingForCollege.Com
www.savingforcollege.com
1-800-400-9113

Index to college-cost calculators

Sovereign Bank
www.sovereignbank.com
1-877-768-2265

Index to dozens of financial calculators

 


Fidelity Investments
www.fidelity.com
1-800-343-3548

Janus
www.janus.com
1-800-525-3713

T. Rowe Price Investment Services, Inc.
www.troweprice.com
1-800-638-5660

Vanguard Group, Inc.
www.vanguard.com
1-877-662-7447

 


Select Quote Insurance Services
www.selectquote.com
1-800-343-1985

 


"Brokers Fight Rule to Favor Best Interests of Customers," by Tara Siegel Bernard, The New York Times, June 12, 2014

Professional organizations

Certified Financial Planner Board of Standards, Inc. (CFP)
www.cfp.net
1-800-487-1497

Is your financial adviser certified by the CFP Board?

File a complaint with the CFP Board.

Chartered Financial Analysts (CFA) Institute
www.cfainstitute.org
1-800-247-8132

Financial Industry Regulatory Authority, Inc. (FINRA)
www.finra.org
1-301-590-6500

Check the background on a broker and brokerage firm
1-800-289-9999

Financial Planning Association (FPA)
www.fpanet.org
1-800-322-4237

Financial Planning Standards Board, Ltd.
www.fpsb.org
1-720-917-0005

National Association of Personal Financial Advisors (NAPFA)
www.napfa.org
1-800-366-2732

National Futures Association (NFA)
www.nfa.futures.org
1-800-621-3570

File a complaint with the NFA

Check the background of a commodity future's trader or firm

North American Securities Administrators Association, Inc. (NASAA)
www.nasaa.org
1-202-737-0900

Public Company Accounting Oversight Board (PCAOB)
www.pcaob.org
1-202-207-9100

Securities Investor Protection Corporation (SIPC)
www.sipc.org
1-202-371-8300

Society of Financial Service Professionals (FSP)
www.financialpro.org
1-888-243-2258

 

Michigan

Michigan Office of Financial and Insurance Regulation
www.michigan.gov/ofir
1-877-999-6442

North American Securities Administrators Association, Inc. (NASAA)
www.nasaa.org
1-202-737-0900

Look up your state or provincial regulatory body

 

Other state or province

North American Securities Administrators Association, Inc. (NASAA)
www.nasaa.org
1-202-737-0900

Look up your state or provincial regulatory body

 

U.S. government

U.S. Commodity Futures Trading Commission (CFTC)
www.cftc.gov
1-866-366-2382

File a complaint with the CFTC

U.S. Securities and Exchange Commission
www.sec.gov
1-888-SEC-6585

Look up an investment firm's ADV (public disclosure) form

File a complaint with the SEC

 

International

International Accounting Standards Board (IASB)
www.iasb.org
+44 (0)20 7246 6410

 

Experience keeps a dear school,
...but fools will learn in no other,
...and some scarce in that.
—Benjamin Franklin, 1706-1790
American statesman, scientist, philospher, and writer


If you've been able to read this Web page
...thank a Teacher;
If you've been able to read this Web page in English
...thank a Veteran.
—Author unknown

Copyright © 1991 — 2015-03-30 by Dennis L. Roubal, CFP®, RIA

Web site URL: www.DennisRoubal.com

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