Roger Abel

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About Roger Abel

For Roger Abel, financial education is the foundation of the planning process. As President and Wealth Advisor at Premier Investments & Wealth Management, he helps clients understand the why behind their financial decisions so they can make informed choices that align with their goals.

Roger brings an extensive background in investment planning, risk management, and estate planning strategies. He holds the Accredited Investment Fiduciary® (AIF®) and Certified Exit Planning Advisor (CEPA) designations.

Rogers approach begins with understanding each clients priorities and vision for the future. From there, he works with them to develop a personalized financial plan, build consistent saving and investing habits, and maintain perspective through market ups and downs. He views his role as a financial coachexplaining options, providing guidance, and helping clients stay focused on their long-term goals.

His commitment to education extends beyond client meetings. As a featured host of WMT 600 AMs Premier Financial Hour, Roger helps make complex financial topics more approachable. He has also taught educational classes at local colleges and hosted retirement workshops across Iowa, sharing practical insights to help people better understand their financial choices.

Roger lives in Marion, Iowa, with his wife, Megan, and their two daughters. Outside the office, he enjoys family vacations, time at the Lake of the Ozarks, fishing, hunting, and being outdoors.

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

See Disclosures

General Information

Firm Start Year

1989

No. of Employees

10-19

CRD#

4525922

Firm CRD#

6413

Name of Broker/Dealer

LPL Financial

States Licensed in

AL, AZ, AR, CA, CO, DE, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MA, MI, MN, MS, MO, MT, NE, NV, NH, NM, NY, NC, OH, OK, OR, PA, SC, SD, TN, TX, UT, VT, VA, WA, WI, WY

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

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

Compliance

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CEPA^®, AIF^®

Securities Licenses

Series 6, Series 65, Series 63, Series 24, Series 7

Insurance and Annuity Licenses

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

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$25,000

Compensation Methods

Based on Assets, Subscriptions, Flat Fee

Education

BBA - Finance

University of Iowa

Disclosures

PaladinRegistry.com provides referrals to financial professionals of LPL Financial, LLC (LPL). PaladinRegistry.com is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay PaladinRegistry.com cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

LPL ADV 2A

https://www.lpl.com/content/dam/edam/format/disclosure/a58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf

Disclaimer

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

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