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Roger Abel

Premier Investments of Iowa, Inc.

3600 1st Ave NE
Ste 100

Cedar Rapids, IA 52402
(319) 3633811

You've Saved For Your Retirement, Now Enjoy It

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

CRD#

4525922

Name of Broker/Dealer

LPL Financial

States Licensed in

AZ, AK, CA, CO, FL, HI, IL, IA, KS, LA, MS, NE, TX

Years of Experience in Financial Services

15

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

Compliance

Registered Investment Advisor

No

Registered Representative

Yes

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

No

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 6, Series 65, Series 63, Series 7

Insurance and Annuity Licenses

Disability, Annuity, Variable Life, Long Term Care, Variable Annuity, Life

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$

Compensation Methods

Flat Fee

Education

BBA - Finance

University of Iowa
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