Roger Shumaker, financial advisor Topeka KS

Roger Shumaker

CRD Number: 2890290
Current Firm: Next Generation Investing, LLC

Roger Shumaker (CRD# 2890290) is an Investment Advisor Representative working at Next Generation Investing, LLC in Topeka, KS and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
World Equity Group Arlington Heights, IL Jun 2019 - Current 4
Tcm Securities Woodstock, GA Aug 2014 - Current 9
Next Generation Investing, LLC Topeka, KS Feb 2009 - Current 15
Retirement & Tax Solutions Topeka, KS Sep 1996 - Current 27
Next Financial Group Topeka, KS Sep 2006 - Aug 2014 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1997
S65 NASAA Investment Advisors Law Examination Dec 1998
Contact Info for Roger W. Shumaker
Phone Number: 785-228-0222
Registered State(s):
  • KS
By the Numbers
  • Total Assets Under Management
    128
    MILLIONS
  • Total Number of Accounts
    250
    ACCOUNTS
  • Average Account Value
    $512,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

KS, TX

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