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.
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.
General Information |
| Insurance License#: | 19825772 |
| Name of Broker/Dealer: | CAMBRIDGE INVESTMENT RESEARCH, INC. |
| States Licensed in: | MI |
| Number of Years with Current Firm: | 15 |
| 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 |
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 |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Variable Annuity, Life |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Compensation Methods: | Based on Assets |
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. |
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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. |
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 9:00 AM - 6:00 PM |
| Tue. | 9:00 AM - 6:00 PM |
| Wed. | 9:00 AM - 6:00 PM |
| Thu. | 9:00 AM - 6:00 PM |
| Fri. | 9:00 AM - 6:00 PM |
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