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Roger Adrian Versteeg

Swbc Investment Co.

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About Roger Adrian Versteeg

Roger Adrian Versteeg is a financial professional with over 30 years of experience in the industry. Roger has a strong background in securities and investment products, and he is a Certified Financial Planner and a Chartered Financial Consultant. He is currently registered with Swbc Investment Co. and has been with the firm since October 2007.

Firm Information

Roger Versteeg is currently registered with Swbc Investment Co.. Swbc Investment Co. is an investment advisor based in SAN ANTONIO, TX. The firm manages approximately $345,837,406 in regulatory assets under management for 250 clients. They offer a range of advisory services including financial planning, pension consulting, selection of other advisors, and portfolio management for individuals, businesses, and pooled investment vehicles. Their client base includes individuals, corporations, ERISA advisory plans, and pooled investment vehicles.
Swbc Investment Co.

9311 SAN PEDRO AVENUE

SAN ANTONIO, TX 78216-4459

$345.84M

Assets Under Management

Not reported

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Roger Versteeg’s Registration & Firm History

TX

12/07/2007 - Present

Swbc Investment Co. (SAN ANTONIO TX)

MN

10/30/1993 - 07/10/2007

CUNA BROKERAGE SERVICES, INC. (MANKATO MN)

NA

07/05/1983 - 10/29/1993

CENTURY INVESTORS OF AMERICA, INC.

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Licenses & Designations

BC

Issued 07/06/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/20/1995

Series 7 - General Securities Representative Examination

BC

Issued 09/11/1985

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 07/01/1983

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Roger Adrian Versteeg. Review regulatory record here.
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