Roger Carlon

Roger Carlon

Investment Representative
Phone: 712-322-2444
Fax: 712-322-6202

Mission:

"To help create and protect wealth."

Family

  • Wife ... Diane
  • Daughters … Kaitlin & Natalie

Education:

  • 1979 – Bachelor of Science, Iowa State University

Professional Credentials:

  • Series 7 General Securities Representative *
  • Series 63 Uniform State Law registrations *
  • Series 65 Investment Advisor Representative (IAR)*
  • Life & Health Insurance license

* Registrations are held through LPL Financial

Making A Difference:

Taking care of other people and their families has been a full-time job for Roger for more than 30 years. As a values-based planner, Roger believes in living out his Christian faith through his work, going the extra mile to help clients make the most of their financial options.

Finding Peace of Mind:

Roger understands his clients’ concerns as they plan for and live in retirement. He is committed to helping people develop solutions and strategies for portfolio income, growth and security.   Roger offers a wide variety of solutions from stocks, bonds, mutual funds, IRAs, fee-based accounts, variable annuities and insurance products.

A Caring Friend of the Family:

Having a qualified investment advisor who cares about your needs can make all the difference in your financial future.  Roger is a knowledgeable professional who understands your needs for security and peace of mind.  Call or email him today to set up a consultation.

Team Advantage:

Independently Impressive and Together Extraordinary. Roger is part of the Wealth Management Team, located at iRetire Financial™ by Huck Financial, LLC in Council Bluffs, IA. With numerous years of combined experience we are here to help you with your important financial decisions – we will be here tomorrow to help you monitor and keep you on track for your financial future.

Ready to Get Started?

Contact our knowledgable representatives to get started planning for your financial future and security.