Roger Stukkie (CRD# 5630268) is an Investment Advisor Representative working at Pax Financial Group in San Antonio, TX and has over 10 years of experience in the finance industry. Roger Stukkie has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 3266677
Boynton Financial LLC
CRD# 2511275
S.b. Value Partners, LP
CRD# 4422977
Edward Jones
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pax Financial Group | San Antonio, TX | Sep 2020 - Current | 3 |
| Champion Group, Inc. | San Antonio, TX | Jul 2019 - Sep 2020 | 1 |
| Unemployed | San Antonio, TX | Dec 2019 - Jul 2020 | < 1 |
| Pontem LLC | San Antonio, TX | Jun 2018 - Dec 2019 | 1 |
| Waddell & Reed, Inc. | San Antonio, TX | Oct 2014 - Dec 2019 | 5 |
| Various Insurance Carriers For W&r Insurance Agencies | San Antonio, TX | Oct 2014 - Dec 2019 | 5 |
| Financial Wellness Solutions (dba) | San Antonio, TX | May 2017 - Apr 2018 | < 1 |
| Capital Group Investments/american Funds Distributors, Inc. | San Antonio, TX | Jul 2013 - Oct 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2013 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2014 |
- TX
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Total Assets Under Management600MILLIONS
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Total Number of Accounts4,098ACCOUNTS
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Average Account Value$146,428
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
CA, CO, FL, IL, LA, NC, OK, TX, VA
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