Roger Nulton

Partner, Financial Planner
(630) 990-3091

Empathetic, hardworking, and loyal. If you were to ask Roger’s family or closest friends three characteristics that describe him, he’s confident those would be the consistent answers. His goal every day is to have those three characteristics be the same ones his clients would share if they were asked the same question. Roger is empathetic to every client’s unique needs and works diligently to help them achieve success. He’s loyal to his clients, taking a tremendous amount of pride in offering outstanding service and a commitment to be there for them during both good and challenging times. 

Professional Details:
Roger began working with his current broker-dealer, now Equitable Advisors, in 2011 helping the financial planning needs of public and private sector individuals and small businesses. As a child, Roger moved consistently across the country which resulted in him going to five different elementary schools in six years. This caused him to have to develop strong relationships with new friends quickly and get out of his comfort zone. He truly believes this has helped him professionally as he’s able to speak to clients clearly and confidently in a manner that’s easy for them to understand. When he sits down with a client he knows he’s making a commitment to be there for them now and through all of life’s challenges, hoping to be their life loyal financial advisor. 

Roger carries the following professional licenses and designations:

•    FINRA Series 7 & 66 Registrations
•    CA Insurance Lic. #0N10718
•    Life, Health and Long-Term Care licenses

Roger, along with most of his immediate family, graduated from the University of Illinois. He’s an avid Illinois and Chicago sports fan who follows, football, baseball, basketball, and loves competing at golf. He and his wife Kelley live in Clarendon Hills with their daughter Reaghan, twin boys Knox and Carson and their rescue dogs Ginger and Rufus. Kelley drags Roger on trips all around the world with Australia being his favorite thus far.