Carl Doerschler is a principal and financial advisor Rose Street Advisors. He is responsible for managing the firm’s investment area, including personal financial planning assets and retirement plan assets.
Carl brings his clients 17 years industry experience. Prior to joining Rose Street Advisors, he was a financial advisor for First of America Brokerage Services (which later became NatCity Investments) where he was responsible for managing investments for the bank’s clients. He was previously an insurance agent for Northwestern Mutual.
Carl has a charter mutual fund counselor (CMFC®) designation from the College of Financial Planning, holds FINRA Series 6, 7, 63, and 65 securities licenses, and has a life insurance and variable contracts license.
Carl earned the AIF® Designation in 2020. Attainment of the AIF Designation demonstrates understanding of the Prudent Practices® and methodology.