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 Confidence:
Roger understands his clients’ concerns as they plan for and live in retirement. He is committed to helping people develop strategies for pursuing portfolio income, growth and security. Roger offers a wide variety of investments from stocks, bonds, mutual funds, IRAs, fee-based accounts, variable annuities and insurance products.
A Caring Friend of the Family:
Having a qualified investment representative who cares about your needs can make all the difference in your financial future. Roger is a knowledgeable professional who understands your needs for confidence and financial independence. 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.