Roger Abel
Roger is a featured host on WMT 600AM's Premier Financial Hour, which airs Tuesdays at 6:00pm. Having spent his years in the industry serving clients and consulting other advisors, Roger has learned that education plays an important role in the financial planning process. He is a frequent instructor of educational classes at local colleges and has hosted retirement workshops across the state.
As an independent LPL Financial Advisor, Roger strives to help his clients pursue their dream retirement. His financial planning process focuses on first determining what a client's goals and objectives are and then working to develop a personalized plan to help work toward those goals.
Roger currently holds his FINRA Series 6, 63, 65 and 7 licenses as well as his health & life insurance license with LPL Financial. Roger currently resides in Marion, Iowa with his wife, Megan and theirs two daughters. In his free time, he enjoys spending time with his family, traveling, fishing, hunting, hiking, and golfing.
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.
Comprehensive Planning Financial Planning doesn't have to be complicated. Our comprehensive approach helps you develop a road map to your financial goals, whatever they may be. We combine Risk Management, Tax Strategies, Income Planning, Asset Allocation Development, Estate Planning Strategies, Insurance Planning and more into one simplified plan.
Investment Management Our financial professionals work with our clients to develop an investment strategy that matches their goals. Our proactive approach helps clients develop good investor behavior, avoid market timing, and gain confidence in their financial future. Through regular monitoring we help our clients manage their investments through all stages of life.
1989
10-19 Employees
LPL Financial
AL, AZ, AR, CA, CO, DE, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MA, MI, MN, MS, MO, MT, NE, NV, NH, NM, NY, NC, OH, OK, OR, PA, SC, SD, TN, TX, UT, VT, VA, WA, WI, WY
Alburnett, Amana, Anamosa, Atkins, Blairstown, Cedar Rapids, Center Point, Central City, Coggon, Conroy, Coralville, Ely, Fairfax, Homestead, Iowa City, Lisbon, Marion, Martelle, Mechanicsville, Middle Amana, Morley, Mount Vernon, Newhall, North Liberty, Norway, Palo, Rowley, Ryan, Shellsburg, Solon, South Amana, Springville, Swisher, Tiffin, Urbana, Van Horne, Vinton, Walford, Walker, Watkins
16
Businesses, Individual Investors
Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Portfolio Management
Disability, Life, Variable Annuity, Long Term Care, Variable Life, Annuity
Mutual Funds, Alternative Investments, Exchange Traded Funds (ETFs), Insurance, Stocks, Bonds
Yes
Phone, Our Office, Video Conference
Fee-Based
$25,000
Based on Assets, Flat Fee, Subscriptions
Will you be the only person working with me?
What services do you provide? What are your specialties?
What financial institution(s) do you represent?
WiserAdvisor provides referrals to financial professionals of LPL Financial, LLC (LPL). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
LPL ADV 2A
https://www.lpl.com/content/dam/edam/format/disclosure/a58.pdf
Additional Detailed Disclosures
https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf
