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Roger Daniel Plackemeier

HICKORY WEALTH MANAGEMENT, LLC·SPRINGFIELD, Missouri
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1334 E. KINGSLEY #C, SPRINGFIELD, MO 65804CRD# 2457350Firm CRD# 298475
01

About

Roger Daniel Plackemeier is a registered financial advisor based in SPRINGFIELD, Missouri, affiliated with HICKORY WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
HICKORY WEALTH MANAGEMENT, LLC
HICKORY WEALTH MANAGEMENT, LLC
AUM
$15M
Regulatory assets under management
Employees
2
Total firm employees
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2457350
Firm CRD# 298475
No disclosures on file
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05

Frequently Asked Questions

What services does Roger Daniel Plackemeier offer?
Roger Daniel Plackemeier specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SPRINGFIELD, Missouri for a consultation.
What are Roger Daniel Plackemeier's credentials?
Roger Daniel Plackemeier is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Roger Daniel Plackemeier located?
Roger Daniel Plackemeier is based in SPRINGFIELD, Missouri, working with HICKORY WEALTH MANAGEMENT, LLC. Their office serves clients in the SPRINGFIELD metropolitan area and surrounding communities.
How does Roger Daniel Plackemeier charge for services?
Roger Daniel Plackemeier's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HICKORY WEALTH MANAGEMENT, LLC?
HICKORY WEALTH MANAGEMENT, LLC has approximately 2 employees and manages $15M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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