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Roger Severance

RS Financial

2632 S. 11th St

location-iconKalamazoo, MI 49009

call-icon269-492-9701

About RS Financial

At RS Financial, We understand every investor is unique, with distinct goals, timelines, and risk preferences. What you share is a desire for a confident investment plan, maximized returns relative to risk, and to feel informed and heard. We're here to help you achieve your goals by providing tailored support and a full suite of investment solutions designed to optimize your individual experience.

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General Information

Firm Start Year

CRD#

5030861

Firm CRD#

39543

Insurance License#

19825772

Name of Broker/Dealer

CAMBRIDGE INVESTMENT RESEARCH, INC.

States Licensed in

MI

Years of Experience in Financial Services

19

Number of Years with Current Firm

15

Work with the following types of clients

Individual Investors, Businesses

Advisory Services Provided

Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Risk Management

Services

Investment Types

Stocks, Bonds, Options & Futures, Mutual Funds, Annuities, Alternative Investments, Exchange Traded Funds (ETFs), Commodities

Can meet clients in the following ways

Your Office, Email, Phone, Our Office, Video Conference

Compliance

Registered Representative

Yes

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 66, Series 63, Series 7, Series 23

Insurance and Annuity Licenses

Variable Annuity, Life

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Based on Assets

Disclosures

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

Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1892991/retirementplanning-RS-Financial-detailed-disclosure.html

Disclaimer

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and RS Financial are not affiliated.