Roger Abel
Roger brings an extensive background in investment planning, risk management, and estate planning strategies. He holds the Accredited Investment Fiduciary® (AIF®) and Certified Exit Planning Advisor (CEPA) designations.
Rogers approach begins with understanding each clients priorities and vision for the future. From there, he works with them to develop a personalized financial plan, build consistent saving and investing habits, and maintain perspective through market ups and downs. He views his role as a financial coachexplaining options, providing guidance, and helping clients stay focused on their long-term goals.
His commitment to education extends beyond client meetings. As a featured host of WMT 600 AMs Premier Financial Hour, Roger helps make complex financial topics more approachable. He has also taught educational classes at local colleges and hosted retirement workshops across Iowa, sharing practical insights to help people better understand their financial choices.
Roger lives in Marion, Iowa, with his wife, Megan, and their two daughters. Outside the office, he enjoys family vacations, time at the Lake of the Ozarks, fishing, hunting, and being outdoors.
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, Annuity, Variable Life, Variable Annuity, Life, Long Term Care
Mutual Funds, Bonds, Alternative Investments, Exchange Traded Funds (ETFs), Insurance, Stocks
Yes
Our Office, Phone, Video Conference
Fee-Based
$25,000
Based on Assets, Subscriptions, Flat Fee
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
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https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf
