Stephen Michael Roake

Current Employers

Employment History

• 08/2024 → Present
  Primerica Financial Services
  Des Plaines, IL
• 12/2024 → Present
  Pfs Investments Inc.
  Des Plaines, IL
• 04/2019 → Present
  Keller Williams Infinity
  Naperville, IL
• 12/2017 → 04/2019
  Exp Realty
  Chicago, IL
• 08/2016 → 12/2017
  Keller Williams Infinity
  Naperville, IL

Other Businesses

Sales of investment-related products; part-time or full-time, for companies affiliated with PFS Investments Inc. I may also receive non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. (a co-located affiliate of PFS Investments Inc.) for part-time referrals of home security and automation products, as well as other home related services. Keller Williams Realty Infinity, Not investment related, Naperville, IL 60540, Real Estate Broker, 04/2019 to Present, 4-5 hours committed per month (4-5 hours during securities trading hours). Serving Others in Loving Kindness, Not investment related, Viola, WI 54664, Technology Officer/Sales Consultant (1099), 06/2025 to Present, 10 hours committed per month (3 hours during securities trading hours). Freedom Group Global LLC, Partner, 03/2025 to present, Real Estate, Naperville, IL 60540, Investment Related Roake Homes LLC, Owner, 03/2025 to present, Real Estate commissions, Estate, Naperville, IL 60540, Investment Related Roake Homes LLC, Owner, 04/2014 to present, Real Estate Sales, Naperville, IL 60540, Non-investment related, 100 Hours Per Month (60 Hours Per Month During Securities Trading Hours)

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-03-26
• S63 Uniform Securities Agent State Law Examination
  2025-01-27

Other Names

• Stephen Michael Roake
• Steve Roake
• Stephen M Roake