Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roger? Claim Your ProfileRoger Dale Deets is an investment advisor representative associated with Advisors Management Group Inc. Roger has been in the industry for over 35 years, starting in 1983. His experience includes working with Waddell & Reed, Inc., Linsco/Private Ledger Corp., and Franklin Financial Services Corporation. He has been a registered investment advisor representative in Texas since 1996 and in Wisconsin since 1997. In addition to his advisory work, Roger is also the owner of Deets Properties LLC, a commercial real estate company. Roger has a wide range of experience in the industry, including financial planning, portfolio management for individuals and businesses, and business consulting services.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Business consulting services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
WI
07/08/1997 - Present
Advisors Management Group Inc. (LA CROSSE WI)
SC
02/03/1988 - 03/04/1997
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
KS
04/07/1983 - 03/09/1988
WADDELL & REED, INC. (OVERLAND PARK KS)
NA
01/31/1982 - 04/01/1985
FRANKLIN FINANCIAL SERVICES CORPORATION
BC
Issued 05/13/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/1989
Series 24 - General Securities Principal Examination
BC
Issued 07/16/1988
Series 7 - General Securities Representative Examination
BC
Issued 04/30/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/30/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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