About Us

Roger Ruden

Phone: 515-243-4000

Since 1991, Roger's level-headed, prudent approach to working with clients has helped them make some of the most important decisions of their lives easier. There is no one-size-fits-all answer when it comes to planning for the future, but by building personal relationships with each of his clients, Roger finds creative solutions to help each one retire the way they want.

 

With over 27 years of experience, he gives personalized direction to each client based on what he would do for his own family. To put it simply, Roger enjoys helping people and wants to help them avoid the common pitfalls that can come with planning. Through collaborating with specialists inside and outside the office, Roger uses his strong work ethic and extensive experience to teach clients how to be smart with their money. By employing tax efficient investing strategies, managing expenses, adding value, and helping clients with more than just their money, Roger has become a trusted advisor and friend to his clients.

 

Roger earned a bachelor's degree in business from University of South Dakota, and has continued his professional education, earning several designations including ChFC, RICP, and Retirement Planning Specialist. Since then, he has been the recipient of many honors, include the Gene Helton Award, which is the Advisor of the Year honor from NAIFA-Central Iowa. Roger has been married to his wife, Susanne, for 29 years, and they have three children. Ryan is a financial professional growing his business while working with Capital Strategies. Haley is a     first-grade teacher in the Southeast Polk Community School District. She married Christian Rogers in 2016, and recently had a son, Jack. Pete is a junior at the University of Iowa, majoring in journalism, and is sports editor of The Daily Iowan. In his free time, Roger enjoys hunting, golfing, and spending time with his family.

 

Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

The Retirement Planning Specialist title is awarded by AXA Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and AXA Advisors' affiliate, AXA Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for AXA Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact AXA Equitable atretirement@axa-equitable.com. Complaints about an AXA Advisors FP should be directed to customer.relations@axa-equitable.com.

Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Capital Strategies is not owned or operated by AXA Advisors or AXA Network.

AXA Advisors, LLC is an Equal Opportunity Employer M/F/D/V

AXA Equitable Holdings, Inc. is a publicly traded corporation, and it and its subsidiaries are currently using trademarks including the "AXA" name, AXA logo and associated trademarks of AXA SA under license.

Link to axa.com

Privacy Policy

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck