Roger Abel
Premier Investments of Iowa, Inc.

Tel: (319) 363-3811
3600 1st Ave NE
Ste 100
Cedar Rapids, IA 52402

You've Saved For Your Retirement, Now Enjoy It

Premier Investments of Iowa, Inc. | Financial Advisor in Cedar Rapids ,IA

About Premier Investments of Iowa, Inc.

Roger is a featured host on WMT 600AM's Premier Financial Hour, which airs Tuesdays at 6:00pm. He is also an executive producer and co-host of Financial Perspectives, a 30 minute financial education program that airs Sundays at 11:30am on KCRG Channel 9.

As an independent financial advisor, Roger strives to help his clients reach their retirement dream. His financial planning process focuses on first determining what a client's goals and objectives for retirement are and then working to develop a personalized plan to help achieve those goals.

With over 15 years of experience in the investment and insurance industry, Roger has an extensive background in risk managment, estate planning, investment planning and working with high net worth individuals. Roger currently holds his FINRA Series 6, 63, 65 and 7 licenses as well as his health & life insurance license.

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.

Roger currently resides in Marion, Iowa with his wife, Megan, and their daughter, Blakely. In his free time he enjoys spending time with family, traveling, fishing, hunting, hiking and golfing.


General Information

Firm Start Year:   1989
No.of Employees:   10-19
Name of Broker/Dealer:   LPL Financial
States Licensed in:   AZ, AK, CA, CO, FL, HI, IL, IA, KS, LA, MS, NE, TX
Number of Years with Current Firm:   13
I work with the following types of clients:   Individual Investors , Businesses


Services

Investment Types:   Alternative Investments , Mutual Funds , Bonds , Stocks , Insurance , Exchange Traded Funds (ETFs)
I can meet clients in the following ways:   Via phone , At my office , Video Conference


Qualifications & Memberships

Insurance and Annuity Licenses:   Disability , Annuity , Variable Life , Long Term Care , Variable Annuity , Life


Compliance

Registered Representative:   Yes
Investment Advisor Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:   $
Compensation Methods:   Subscriptions , Flat Fee , Based on Assets


Education

BBA - Finance  University of Iowa - Iowa City, IA
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Faqs

  • What are your qualifications? What is your education background? Roger graduated from the University of Iowa with a degree in Finance. He has over 15 years in the industry serving clients & consulting other advisors.
  • What is your approach to financial planning? Roger takes a comprehensive approach to financial planning. He believes planning is about building wealth through a process, not a product. His 5-step planning process is designed to build a lasting relationship and provide a plan that is unique to each client's goals & objectives.
  • What services do you offer? Our comprehensive planning services include: Portfolio Analysis, Asset Allocation Model Development, 401(k)/Retirement Plan Analysis, Workplace Benefit Evaluation, Risk Profile Evaluation & Management, Education Planning, Budgeting, Long-Term Care Planning, Retirement Income Planning, Special Needs Planning, Tax Sensitivity Planning, Social Security Analysis, and End of Life Planning.
  • Will you be the only person working with me? No. We believe in a team approach to financial planning.
  • How are you compensated? How will I pay for your services? Roger is a fee-based advisor. Compensation can be based on assets under management or a monthly/annual retainer.
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Roger Abel

Roger Abel


Roger is a featured host on WMT 600AM's Premier Financial Hour, which airs Tuesday at 6pm. He is also an executive producer and co-host of Financial Perspectives, a 30-minute financial education program that airs Sunday at 11:30am on KCRG Channel 9.

As an independent financial advisor, Roger strives to help his clients reach their dream retirement. His financial planning process focuses on first determining what a client's goals and objectives are for retirement and then working to develop a personalized plan to help achieve those goals.

With over 15 years of experience in the investment and insurance industry, Roger has an extensive background in risk management, estate planning, investment planning and working with high net worth individuals. Roger currently holds his FINRA Series 6, 63, 65 and 7 licenses as well as his health & life insurance license with LPL Financial.

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 frequent instructor of educational classes at local colleges and has hosted retirement workshops across the state.

Roger currently resides in Marion, Iowa with his wife, Megan and their daughter Blakely. 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.

Communities Served

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

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 4:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 4:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 4:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 4:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 4:00 PM

Social Networks


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