Roger AselCRD Number: 2102267
Current Firm: Certified Financial Strategies Corporation
Roger Asel (CRD# 2102267) is an Investment Advisor Representative working at Certified Financial Strategies Corporation in Dallas, TX and has over 31 years of experience in the finance industry. Roger Asel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|Certified Financial Strategies Corp.||Dallas, TX||Jan 1990 - Current||32|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1990|
Total Assets Under Management86MILLIONS
Total Number of Accounts100ACCOUNTS
Average Account Value$862,418
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
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