Paul Fokken
Advisory: Advisory services are offered through Royal Fund Management, LLC, which is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.
All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals, and economic conditions may materially alter the performance of your portfolio. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client's investment portfolio. There are no assurances that a clients portfolio will match or outperform any particular benchmark.
Insurance: Insurance product guarantees are subject to the claims-paying ability of the issuing company. The adviser is paid commissions on the sale of insurance products.
2018
IA, TX
4
As a long-life sports enthusiast, I began my career in the sport management spectrum. That carried over to obtaining my PhD and teaching at South Dakota State University for 12 years. However, my wife and I were wanting to relocate back to Western Iowa to be closer to family. After a few years in the insurance business, I expanded my career to include becoming an Investment Adviser Representative and the past four years I have been doing both; insurance agent and financial advisor. The nice thing about being able to do both is it takes some of the potential bias out the planning process. The other nice thing is that I am able to create some unique income plans that other companies are typically not able to do. For example I can assist getting help with your 401(k) or developing a repair strategy for your investments, I may also be able to create an opportunity for more income if the need arises.
Individual Investors
Investment Advice & Management, Financial Planning, Portfolio Management, Retirement Planning, Financial Planning for Individuals, Financial Planning for Businesses, Financial Advice & Consulting
Long Term Care, Life, Annuity, Disability
Email, Video Conference, Our Office, Phone
Fee-Based
$100K+
Based on Assets
$1,000,000,000
Yes
Do you have a customer satisfaction or refund policy?
How do you charge for your services?
If you are going to manage my account, will you obtain my permission every time you buy or sell something?
Will you be the only person working with me?
What is your approach to 401 K plan rollovers?
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
