Advisor at Greenstone Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Greenstone Wealth Management
Location
Forest City, IA 50436
Credentials
Series 65
Industry experience
3 years
Levi Rogeness is a financial advisor at Greenstone Wealth Management in Forest City, IA, holding a Series 65 designation with three years of industry experience. His work history includes multiple roles at Winnebago Industries and Kingland Systems. Greenstone Wealth Management serves individual and high-net-worth clients, offering investment management, financial planning, and tax-preparation services. The firm combines Modern Portfolio Theory–based passive allocations with AI-driven and third-party manager solutions to construct client portfolios.
Based on Greenstone Wealth Management
Based on Greenstone Wealth Management
Project based financial planning fixed fee ranging from $600 to $1,000
$0 - $1,000,000: 1.30% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.70% $10,000,001+: 0.55%
Ongoing financial planning $100 upfront plus $50 per month
Fee-only: Project based financial planning fixed fee ranging from $600 to $1,000; Ongoing financial planning $100 upfront plus $50/month
101 N Clark St
Forest City, IA 50436
Iowa
Winnebago Industries
2021 - Present (5 years)
Unemployed
2019 - 2021 (2 years)
Kingland Systems
2018 - 2019 (1 year)
Unemployed
2017 - 2018 (1 year)
Winnebago Industries
2015 - 2017 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Forest City, IA
Greenstone Wealth Management
Series 65
Forest City, IA
Greenstone Wealth Management
CFP®, Series 66
Forest City, IA
Greenstone Wealth Management
Series 63, Series 65
Forest City, IA
Oasis Advisors
Series 66
Clear Lake, IA
Independent Wealth Network, Inc.
Series 63, Series 65
Lititz, PA
Oasis Advisors
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")