Roger Severance

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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.

See Disclosures

General Information

CRD#

5030861

Firm CRD#

39543

Insurance License#

19825772

Name of Broker/Dealer

CAMBRIDGE INVESTMENT RESEARCH, INC.

States Licensed in

Years of Experience in Financial Services

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

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

Securities Licenses

Series 66, Series 63, Series 7, Series 23

Insurance and Annuity Licenses

Variable Annuity, Life

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Based on Assets

Disclosures

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

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1892991/paladinregistry-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.

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Paladin Research Report For:

RS Financial