Sam Rouman, CFP© in

Sam Rouman, CFP©

Login to view DISC.
Senior Wealth Advisor at IHT Wealth Management
📍 Minneapolis, Minnesota, United States

Sam Rouman is a Senior Wealth Advisor at IHT Wealth Management with expertise in personalized financial strategies for individuals and families. An alumnus of the University of Michigan, he also holds a specialized DACFP Certificate in Blockchain and Digital Assets and has experience as an Adjunct Finance Instructor.

He is dedicated to community service, volunteering with Advisers Give Back to promote financial well-being and community wealth-building. His professional mission is centered on empowering clients to achieve financial success and security through trusted, collaborative relationships.

Sam is a seven-time recipient of the Five Star Wealth Management Award, an honor reflecting the consistent trust his clients place in his guidance.

Read the full overview →
Experience
21 Years
Current Role
Senior Wealth Advisor
Location
Minneapolis, Minnesota, United States
Personality Overview

How Sam shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics Sam cares about

Digital Asset Investing
He holds a DACFP Certificate in Blockchain and Digital Assets, indicating a professional focus on this modern and evolving investment area.
Holistic Wealth Management
His experience includes integrating investment management with tax and estate planning to provide comprehensive financial solutions for his clients.
+5 more topics Login to view topics
Career

Work history

1-2024
Senior Wealth Advisor
IHT Wealth Management
9-2021
Adjunct Instructor - Finance
University of St. Thomas
6-2018 - 1-2024
Chief Planning Officer, Senior Wealth Advisor
BERGANKDV WEALTH MANAGEMENT, LLC
8-2014 - 1-2024
Senior Wealth Advisor
BERGANKDV WEALTH MANAGEMENT, LLC
9-2012 - 8-2014
Lead Wealth Manager
Accredited Investors, Inc.
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
Bachelor of Arts - BA
University of Michigan
Diploma
Mt. Pleasant High School
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Sam. Free, 10 seconds.