Roger
Stukkie
Pax Financial Group
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About this Advisor
Roger Stukkie is a certified financial planner and chartered financial consultant working in San Antonio, Texas with 3 years of relevant experience. Stukkie is on the advisory team at Pax Financial Group. The advisor has gained experience at Nationwide Financial, Capital Group Investments/American Funds Distributors, Inc, Waddell & Reed, Inc, Various Insurance Carriers For W&R Insurance Agencies, Financial Wellness Solutions (Dba), Pontem LLC, Champion Group, Inc and Pax Financial Group. Stukkie has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in Texas. Pax Financial Group is an advisory company based in San Antonio, TX. It has a total of 22 advisors. It handles $495 million in assets under management between its 4,078 client accounts, making it one of the larger firms in the nation by assets under management. Of its 4,078 client accounts, just 4% are held by high-net-worth investors who have greater than $1 million in investable assets. Pax Financial Group has a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers, educational seminars and other services. Fees charged by financial advisors largely are based on which services are offered. Fees billed by Pax Financial Group can consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pax Financial Group Brokerage Details
$494,838,589
22
4,078
$121,343
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
- Other
Roger Stukkie Work History
Roger has been registered as a financial advisor for 3 years.*
Pax Financial Group
Champion Group, Inc
Pontem LLC
Financial Wellness Solutions (Dba)
Waddell & Reed, Inc
Various Insurance Carriers For W&R Insurance Agencies
Capital Group Investments/American Funds Distributors, Inc
Nationwide Financial
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Roger Stukkie to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Pax Financial Group
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
