Roger Adrian Versteeg

Employer firm

Swbc Investment Company CRD 140994

$256M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2007 → Present
  Swbc Investment Services, Llc
  San Antonio, TX
• 10/2007 → Present
  Swbc Investment Company
  San Antonio, TX

Previous Registrations

• 2005-09-19 → 2007-07-10
  Cuna Brokerage Services, Inc.
  Mankato, MN
  Madison, WI
  Mankato, MN
  Waverly, IA

Other Businesses

IAR of affiliated Registered Investment Advisor - SWBC Investment Company Licensed Insurance Agent - SWBC Investment Services, LLC

Exams

• S63 Uniform Securities Agent State Law Examination
  1983-07-06

Designations

• Certified Financial Planner
• Chartered Financial Consultant