At Equitable Advisors, I help individuals through an all-inclusive planning approach. Equitable’s services allow me to serve all of my client’s needs ranging from life insurance, retirement & estate planning strategies, asset management, long-term care as well as strategies for employers and business owners. I create customized strategies and offer products from hundreds of leading investment and insurance companies.
As a Financial Professional with Equitable Advisors, LLC, and an agent of Equitable Network, LLC and its subsidiaries, I work with dozens of providers to offer a variety of financial products and services; including, Retirement Planning, Education Planning, Business Planning, Mutual Funds, Brokerage Accounts, Life Insurance, Disability Income Insurance, Annuities, and Employer-Sponsored Retirement Plans such as 401(k), 403(b)/TSA and 457(b)/EDC. As a financial professional, my mission is to provide the highest level of service available through helping clients identify and prioritize their financial objectives.
I currently hold the FINRA Series 7, FINRA Series 63, and Ohio Life and Health licenses.
I earned my Bachelor’s degree from The Ohio State University in Columbus, OH. While attending college I was a member and captain of the Division I varsity men's gymnastics team at The Ohio State University.
In my free time, I enjoy golfing, watching sports, and spending time with family and friends.
Please contact me at (614) 310-8273 or at dexter.roettker@equitable.com as a resource for planning your financial goals