Be advised. This advisor is no longer registered as an Independent Advisor Representative. They may still be registered as a broker.
Rick Roberts, financial advisor Salina KS
93 score

Rick Roberts

CRD Number: 3095575
Current Firm: Iron Street Research, Inc.

Rick Roberts (CRD# 3095575) is an Investment Advisor Representative working at Iron Street Research, Inc. in Salina, KS and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Next Financial Group, Inc. Salina, KS May 2004 - Current 12
Iron Street Research Inc. Salina, KS Jan 2002 - Current 14
Jms Financial Salina, KS Jun 2000 - Current 16
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2008
S66 NASAA Uniform Combined State Law Examination Aug 1998
Contact Info for Rick E. Roberts
Phone Number: 785-823-3036
Registered State(s):
  • KS
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Market timing services
Types of Clients
Registered States


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