Advisor One, LLC

Advisor One, LLC (CRD# 169498) is a financial advisory firm headquartered in Springfield, MO. They manage $5,263,913 in 34 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    34
    ACCOUNTS
  • Average Account Value
    $154,821
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
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MO

Financial Advisors at Advisor One, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Roger A. Rekate
CRD#: 2675879
2627 W. Republic Rd., Suite A-108, Springfield, MO 65807
93
Wealthminder
score

Roger Rekate (CRD# 2675879) is an Investment Advisor Representative working at Advisor One, LLC in Springfield, MO and has over 21 years of experience in the finance industry.

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