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ROL Advisor Employee Directory

Financial ServicesWisconsin, United States0-1 Employees

ROL Advisor is a financial services company based in Sister Bay, Wisconsin. Its core offering is a suite of digital discovery tools designed to help financial advisors shift toward Life-Centered Planning, focusing the client conversation on the client’s life rather than solely on money. The platform supports advisors in gathering client stories and developing plans that aim to improve clients’ overall life outcomes, positioning the firm as a facilitator of more meaningful money decisions. Targeting financial professionals facing a technology- and cost-driven industry, the company emphasizes training and practical tools to enable advisors to engage clients and pursue a greater Return on Life. In addition to its existing platform, ROL Advisor announced the launch of SEGUES in March 2022, a digital tool intended to support client transition discussions.

Find ROL Advisor employees' phone numbers or email addresses

ROL Advisor Global Highlights

Location
Employees

North America
2

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  • United States Of America
    2

ROL Advisor's Leadership

  • Stylized image of a person
    A. K.
    Chief Of Operations
    Mobile Phone

ROL Advisor Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Other

Contact profiles from ROL Advisor

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    A. K.
    Chief Of Operations
    Mobile Phone
    Oct 04, 2025

Frequently Asked Questions

What is ROL Advisor known for?

Minus sign iconPlus sign iconROL Advisor was founded in 2016 operates in the Financial Services industry. Explore ROL Advisor's company overview page for more information.

What is ROL Advisor's most common email format?

Minus sign iconPlus sign iconROL Advisor employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more ROL Advisor email formats with LeadIQ.

How many employees does ROL Advisor have currently?

Minus sign iconPlus sign iconROL Advisor has approximately 1 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are ROL Advisor's key employees and leadership?

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As of August 2026, ROL Advisor's key employees include:

  • Chief Of Operations: A. K.

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