Roger EllerhoffCRD Number: 1155937
Current Firm: Nations Financial Group, Inc.
Roger Ellerhoff (CRD# 1155937) is an Investment Advisor Representative working at Nations Financial Group, Inc. in Iowa City, IA and has over 33 years of experience in the finance industry.
Nations Financial Group, Inc.
Raymond James Financial Services Advisors, Inc.
|Nations Financial Group, Inc.||Cedar Rapids, IA||Mar 1998 - Current||18|
|Bankers Life Co||Des Moines, IA||Mar 1983 - Current||33|
|Self-employed (independent Contractor)||Iowa City, IA||Mar 1983 - Current||33|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1983|
|S66||NASAA Uniform Combined State Law Examination||Oct 2006|
Total Assets Under Management597MILLIONS
Total Number of Accounts2,477ACCOUNTS
Average Account Value$241,135
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CO, FL, IA, ID, IL, IN, KS, KY, MD, MI, MN, MO, NC, NE, NJ, NM, NY, OH, OR, PA, TX, VA, WA, WI