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Roger Glen Stukkie

Investment adviser representative at Pax Financial Group
6 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$747.1MFirm assets

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How the firm charges

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

Percentage of assetsFixed or flat feeOther

Services the firm offers

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

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

6 years in the industry.

  1. Pax Financial GroupSep 2020 to now
  2. Champion Group, Inc.Jul 2020 to Sep 2020
  3. UnemployedDec 2019 to Jul 2020
  4. Pontem LLCJun 2018 to Dec 2019
  5. Financial Wellness Solutions (dba)May 2017 to Apr 2018
  6. Various Insurance Carriers for W&r Insurance AgenciesOct 2014 to Dec 2019
  7. Waddell & Reed, IncOct 2014 to Dec 2019

Designations

  • ChFC®
  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2013
  • Series 65 · Uniform Investment Adviser Law2014

State registrations

Registered as an investment adviser representative in 1 state (TX).

Pax Financial Group

Legal name: Pax Financial Group, LLC

$747.1MAssets managed
1,350Clients
15Advisers
10 yearsIn 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
5630268
Firm CRD
284164
Advisor's SEC record (opens in a new tab)
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