VETTED

Roger Severance

Tel: 269-492-9701 2632 S. 11th St Kalamazoo, MI 49009

About Roger Severance

Roger founded RS Financial in 2005. He began his career in the trust department at Fifth Third Bank, where he worked his way up to the position of Portfolio Manager.

He earned a bachelor's degree in Finance from Western Michigan University.

About RS Financial

At RS Financial, We understand every investor is unique, with distinct goals, timelines, and risk preferences. What you share is a desire for a confident investment plan, maximized returns relative to risk, and to feel informed and heard. We're here to help you achieve your goals by providing tailored support and a full suite of investment solutions designed to optimize your individual experience.

See Disclosures

General Information

Insurance License#:

19825772

Name of Broker/Dealer:

CAMBRIDGE INVESTMENT RESEARCH, INC.

States Licensed in:

Number of Years with Current Firm:

Work with the following types of clients:

Individual Investors, Businesses

Advisory Services Provided:

Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Risk Management

Qualifications & Memberships

Insurance and Annuity Licenses:

Variable Annuity, Life

Services

Investment Types:

Stocks, Bonds, Options & Futures, Mutual Funds, Annuities, Alternative Investments, Exchange Traded Funds (ETFs), Commodities

Can meet clients in the following ways:

Your Office, Email, Phone, Our Office, Video Conference

Compensation and Fees

Fee Structure:

Fee-Based

Compensation Methods:

Based on Assets

Preferred meeting methods

I provide a free initial consultation:

Yes

Disclosures

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

https://www.wiseradvisor.com/disclosure/1892991/wiseradvisor-rs-financial-detailed-disclosure.html

Disclaimer

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and RS Financial are not affiliated.

19 Years of Experience

CRD# 5030861 Firm CRD# 39543Insurance License# 19825772Series: 66, 63, 7, 23

Compliance

Registered RepresentativeYes

Investment Advisor RepresentativeYes

Acknowledged fiduciaryYes

Compliance Disclosures in Last 5 yearsI have a clean record

Criminal Disclosures in Last 5 yearsI have a clean record

Office Hours

Monday9:00 AM - 6:00 PM

Tuesday9:00 AM - 6:00 PM

Wednesday9:00 AM - 6:00 PM