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 and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable 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 Equitable 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 Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable 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 us at atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding 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 a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

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

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

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