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Roger Abel

Premier Investments & Wealth Management

3600 1st Ave NE
Ste 100

location-iconCedar Rapids, IA 52402

call-icon319-363-3811

Gain Confidence in Your Financial Future

About Premier Investments & Wealth Management

For over 30 years, Premier Investments & Wealth Management has been helping our clients pursue their financial goals. Premier was started as Financial Seminars, Inc. In it's beginning, the company was focused on providing education and assistance for the Iowa Public Employee's Retirement System (IPERS). While the company has since expanded to a full service financial planning firm serving clients across the United States, our roots in education have continued. Our financial professionals believe that providing education to our clients is an important part of the planning process. We strive to help our clients gain confidence on their pursuit to financial freedom. The financial professionals at Premier Investments & Wealth Management work with their clients to develop strategies for investing, retirement income, insurance, risk management, and estate planning.

Comprehensive Planning Financial Planning doesn't have to be complicated. Our comprehensive approach helps you develop a road map to your financial goals, whatever they may be. We combine Risk Management, Tax Strategies, Income Planning, Asset Allocation Development, Estate Planning Strategies, Insurance Planning and more into one simplified plan.

Investment Management Our financial professionals work with our clients to develop an investment strategy that matches their goals. Our proactive approach helps clients develop good investor behavior, avoid market timing, and gain confidence in their financial future. Through regular monitoring we help our clients manage their investments through all stages of life.

See Disclosures

General Information

Firm Start Year

1989

No. of Employees

10-19

Services

Compliance

Qualifications & Membership

Compensation and Fees

Education

BBA - Finance

University of Iowa

Disclosures

RetirementPlanning.net provides referrals to financial professionals of LPL Financial, LLC (LPL). RetirementPlanning.net is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay RetirementPlanning.net cash compensation for these referrals, which creates the incentive for RetirementPlanning.net to make these referrals, resulting in a conflict of interest.


LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/wiseradvisor/wiseradvisor-lpl-detailed-disclosures.pdf

Disclaimer

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.