Roger Rekate
Roger Rekate is a registered investment advisor at Advisor One, LLC, based in Springfield, MO, with 19 years of industry experience. Roger operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 2.00% |
| $5M+ | 2.00% |
Fees are negotiable. The fee ranges from 0.50% to 2.00% for accounts up to $5,000,000. Fees for accounts over $5,000,000 are negotiable. The highest fee percentage was used.
Fee Estimator
Location
600 W. Republic Rd., Suite A-100, Springfield, MO, 65807
Get directionsHistory
Regulatory History (3)
Customer Dispute
May 2025Customer Dispute
April 2020Customer Dispute
January 2020Other Business ActivitiesSells Insurance
Roger is involved in several outside business activities, including real estate rental, farming, and various business entities. He spends the most time, nearly full-time, on Advisor INK Financial, which involves non-variable insurance.
Employment History
Current Registrations
Advisor One, LLC
Previous Registrations
LPL Financial LLC
Monticello Investment Services, INC.
Global Financial Private Capital, LLC
Calton & Associates, INC.
Heartland Financial Advisors Group, INC.
State Registrations3 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.