PaulFokken- Financial Advisor Cherokee, IA

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About Paul Fokken

Royal Fund Management offers Independent Fiduciary Responsibility. As a fee only investment advisory firm, Royal Fund Management does not sell financial products or receive commissions. Therefore, we are obligated, as fiduciaries, to act in the best interest of our clients.

See Disclosures

General Information

Firm Start Year

2018

CRD#

7036510

Firm CRD#

144434

States Licensed in

IA, TX

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

As a long-life sports enthusiast, I began my career in the sport management spectrum. That carried over to obtaining my PhD and teaching at South Dakota State University for 12 years. However, my wife and I were wanting to relocate back to Western Iowa to be closer to family. After a few years in the insurance business, I expanded my career to include becoming an Investment Adviser Representative and the past four years I have been doing both; insurance agent and financial advisor. The nice thing about being able to do both is it takes some of the potential bias out the planning process. The other nice thing is that I am able to create some unique income plans that other companies are typically not able to do. For example I can assist getting help with your 401(k) or developing a repair strategy for your investments, I may also be able to create an opportunity for more income if the need arises.

Work with the following types of clients

Individual Investors

Advisory Services Provided

Investment Advice & Management, Financial Planning, Portfolio Management, Retirement Planning, Financial Planning for Individuals, Financial Planning for Businesses, Financial Advice & Consulting

Compliance

Investment Advisor Representative

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 65

Insurance and Annuity Licenses

Long Term Care, Life, Annuity, Disability

Firm Information

Assets Managed by Firm

$1,000,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$100K+

Compensation Methods

Based on Assets

Education

BS - Leisure Studies

University of Iowa
08/1983 -05/1989

MS - Recreation Program Management

University of Northern Iowa
08/1995 -05/1998

PhD - Park and Recreation Management

Indiana University
08/2000 -08/2003

Disclosures

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Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1891343/paladinregistry-Royal-Fund-Management-detailed-disclosure.html

Disclaimer

https://royalfundmanagement.com/disclosure/

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Paladin Research Report For:

Paul Fokken

Royal Fund Management