Roger Gamble
Roger Gamble is a registered investment advisor at Creativeone Securities, LLC, based in Seward, NE, with 37 years of industry experience. Roger is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 12,485 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees vary by program. CreativeOne Wealth Platform charges 0.55% to 2.5% annually. Client Choice charges up to 2.0% annually. Third-party manager programs range from 0.50% to 2.5% total, with CreativeOne Securities receiving 0.50% to 1.50%.
Fee Estimator
Location
222 South 5th Street, Seward, NE, 68434
Get directionsHistory
Regulatory History (1)
Regulatory
January 1984Other Business ActivitiesSells Insurance
Roger is the president of Mighty Fortress Evangelical Lutheran Church and an insurance agent selling life insurance and fixed annuities since 1991. He also operates RG Investments as a DBA for commodities and trading, dedicating nearly full-time hours to it.
Employment History
Current Registrations
Creativeone Securities, LLC
Creativeone Securities, LLCBroker
Previous Registrations
Bfc Planning, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
Vsr Advisory Services
Vsr Financial Services, INC.Broker
Investors First Securities, LTD.Broker
Fortis Investors, INC.Broker
Anchor National Financial Services, INC.Broker
Isfa CorporationBroker
Painewebber IncorporatedBroker
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.