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Featured Business Financial Advisor in Cedar Rapids, IA
Cedar Rapids Financial Advisors
Premier Investments of Iowa, Inc.
3600 1st Ave NE, Ste 100
Cedar Rapids, IA 52402
(319) 363-3811
“You've Saved For Your Retirement, Now Enjoy It”
Advisor Profile
Roger Abel
Name:  Roger Abel
Phone Number:  (319) 363-3811
Website:  Visit Website

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

CRD#:    4525922
Name of Broker/Dealer:    Cambridge Investment Research
States Licensed in:    AZ, AK, CA, CO, FL, HI, IL, IA, KS, LA, MS, NE, TX
States Willing to do Business in:    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
Years of Experience in Financial Services:    15
Number of Years with Current Firm:    13
I work with the following types of clients:    Businesses, Individual Investors
 

Services

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

Qualifications & Memberships

Securities Licenses:    Series 65, Series 63, Series 7, Series 6
Insurance and Annuity Licenses:    Disability, Life, Long Term Care, Variable Annuity, Variable Life, Annuity
 

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 & Fees

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

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