Skip to content

Roger Daniel Plackemeier

Investment adviser representative at Hickory Wealth Management, LLC
18 yearsExperience
3 statesRegistered in
$126.5MFirm assets
1 yearFirm in business

Are you Roger Daniel Plackemeier? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

18 years in the industry.

  1. Hickory Wealth Management, LLCNov 2018 to now
  2. Woodbury Financial Services IncJan 2018 to Nov 2018
  3. Allianz Life Financial Services, LLC.Aug 2000 to Jan 2018
  4. Allianz Life Insurance Company of North AmericaAug 2000 to Jan 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law1996
  • Series 66 · Uniform Combined State Law2018

State registrations

Registered as an investment adviser representative in 3 states (AR, MO, TX).

Hickory Wealth Management, LLC

$126.5MAssets managed
209Clients
2Advisers
1 yearIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2457350
Firm CRD
298475
Advisor's SEC record (opens in a new tab)
CallContact this firm