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Credentials
Series 65
Experience Industry experience
7 years
Location
Cherokee, IA 51012
Royal Fund Management, LLC
Multi-team
Paul Fokken is a financial advisor with Royal Fund Management, LLC, holding a Series 65 credential and seven years of industry experience. He is also the sole proprietor of Fokken Financial Services, where he sells life, long-term care, and disability insurance, as well as annuities. His prior work includes a position at Keller Insurance and Financial Services, Inc. Royal Fund Management serves individual investors, corporations, and retirement plans by providing portfolio management, financial planning, and pension consulting. The firm uses a range of investment strategies tailored to client risk tolerance and manages portfolios under written Investment Policy Statements.
Based on Royal Fund Management, LLC
Based on Royal Fund Management, LLC
Financial Planning fixed fees range from $250 to $10,000 or more
Under $100,000 - $100,000: 2.00% $100,000 - $1,000,000: 1.50% Above $1,000,000+: 1.25% $100,000 - $250,000: 2.00% (options strategy) $250,001 - $500,000: 1.75% (options strategy) $500,001+: 1.50% (options strategy) $0 - $100,000: 0.5% quarterly (Financial Consulting Services - held away assets) Over $100,000 - $1,000,000: 0.375% quarterly (Financial Consulting Services - held away assets) Over $1,000,000+: 0.3125% quarterly (Financial Consulting Services - held away assets) $0 - $200,000: 0.25% quarterly (Participant Account Management) Over $200,000 - $500,000: 0.20% quarterly (Participant Account Management) Over $500,000+: 0.15% quarterly (Participant Account Management)
Insurance products may pay commissions; conflicts disclosed
Financial Planning hourly fee: $250/hour
Account minimum: $100,000 for options strategy; no minimum for standard portfolio management Minimum fee: $120 per year minimum fee for Financial Consulting Services on held away assets and Participant Account Management Fee-only: Financial Planning fees: Fixed fees $250 to $10,000+; Hourly fees $250/hour
Cherokee, IA
231 W. Main Street, Suite 102
Cherokee IA 51012
Advisors at this office
1
Iowa · Texas
7 years of industry experience
Fokken Financial Services
2018 - Present • 8 years
Cherokee, IA
Royal Fund Management, LLC
2018 - Present • 8 years
The Villages, FL
UnEMPLOYED
2018 - 2018 • 1 year
Dunlap, IA
Keller Insurance and Financial Services, Inc.
2018 - 2018 • 1 year
Missouri Valley, IA
kNIGHTS OF cOLUMBUS
2016 - 2017 • 1 year
Dunlap, IA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 66
Cherokee, IA
Edward Jones
Jacob Rochleau is a CFP® professional with 14 years of industry experience, currently serving at Edward Jones since 2011. He holds the Series 66 designation and is based in Cherokee, Iowa. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Series 66
Aurelia, IA
LPL Financial
Brandon Slaughter is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 24 years of industry experience. He has worked at LPL Financial since 2018 and previously spent 13 years with Broker Dealer Financial Services Corp. Outside of his advisory work, Slaughter is involved in community activities including serving as a high school athletic official and assistant girls softball coach in Cherokee, Iowa. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and brokerage solutions, utilizing various model portfolios and research resources to support both discretionary and non-discretionary management strategies.
Series 66
Aurelia, IA
Thrivent Investment Management
Elwyn Kempfert is a financial advisor with Thrivent Investment Management in Aurelia, IA, holding a Series 66 designation and 19 years of industry experience. He has been with Thrivent Financial For Lutherans and Thrivent Investment Management since 2007. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”
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