Advisor One, LLC
Advisor One, LLC (CRD# 169498) is a financial advisory firm headquartered in Springfield, MO. They manage $8,000,000 in 30 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management8MILLION
Total Number of Accounts30ACCOUNTS
Average Account Value$266,667
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Roger Rekate (CRD# 2675879) is an Investment Advisor Representative working at Advisor One, LLC in Springfield, MO and has over 22 years of experience in the finance industry.