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General Inquiries 1-888-300-4975
Statement to Clients
Outside of work, I’m a sports enthusiast who played football, basketball, and baseball through high school and continued baseball at the collegiate level. I have a passion for helping others succeed and have transitioned this mindset from the ball field to the financial arena.
The Roth Companies through RDA Financial Network provides comprehensive wealth management services to its clients, including investment planning and management, estate planning techniques, retirement planning, annuity advice and insurance selection, long term care planning and tax reduction strategies.
Background Information
Business Background:
2015 – Present
United Planners Financial Services.
Registered Assistant
2016 – Present
Cambridge Investment Research, Inc.
Registered Representative
2015 – 2016
The Roth Companies, Inc.
Wealth Management Advisor
2014 – Present
Education:
University of Arkansas – Fort Smith
Bachelors of Business Administration
2012-2014
St. Louis Community College
2010-2012
Designations/Licenses:
Life & Health Insurance License
Series 7 and 66
Disciplinary Information:
Koby has no disciplinary information history to disclose.
Jacob C. Chadick (Koby)
Associate – The Roth Companies, Inc.
Phone: (913) 693-7684
7500 College Blvd, 5th Floor
Overland Park, KS 66210
Fax: (913) 693-7900
Email: [email protected]
Website: www.rothcompanies.com