Roland Stadelmann
Latitude Advisors · Yorkville, Illinois
Roland Stadelmann is a fee-only financial advisor at Latitude Advisors in Yorkville, Illinois. Latitude Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Latitude Advisors |
|---|---|
| Based in | Yorkville, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $566.5M across 2,575 accounts |
| SEC registration | Investment adviser representative in SC, TX · CRD 1920411 |
| Exams passed | Series 63 (1996) · Series 66 (2004) |
| Firm size | 66 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.latitudefinancial.net |
How Roland's firm compares
- Latitude Advisors's average account is about $220,000, from its Form ADV (assets managed divided by 2,575 accounts).
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Questions about Roland
Is Roland Stadelmann a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Roland holds no broker registration, and Latitude Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Roland charge for financial advice?
Roland's firm, Latitude Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Roland Stadelmann based?
Roland Stadelmann is based in Yorkville, Illinois.
Is Roland Stadelmann registered with the SEC?
Yes. Roland Stadelmann is registered as an investment adviser representative in SC and TX (CRD 1920411), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Latitude Advisors manage?
Latitude Advisors reports $566.5M across 2,575 accounts in assets under management.
How do I contact Roland Stadelmann?
Through Roland's website, www.latitudefinancial.net.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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