Our Team
CLICK ON THE MAP TO VIEW ADVISERS IN YOUR STATE
Corporate HeadquartersBACK TO TOP
Mark Sorensen
CEO, Founder
1515 Buenos Aires Blvd.
Lady Lake, FL 32159
(877) 218-5060
SERVICE AREA
Corporate Headquarters
Linda Sorensen
Co-Founder
Office Management
1515 Buenos Aires Blvd.
Lady Lake, FL 32159
(877) 218-5060
SERVICE AREA
Corporate Headquarters
Michael Tarr
Director of 401(k) Maneuver/MEP
1515 Buenos Aires Blvd.
Lady Lake, FL 32159
615-519-2136
SERVICE AREA
Corporate Headquarters
Stephanie Maufroy
Chief Compliance Officer
1515 Buenos Aires Blvd.
Lady Lake, FL 32159
(877) 218-5060
SERVICE AREA
Corporate Headquarters
Matt Jackson
President Institutional Sales
375 E Horsetooth Road #2-202
Fort Collins, CO 80525
(970) 229-1616
SERVICE AREA
Corporate Headquarters
Brian Neff
President Marketing
5027 Cardinal Ct.
Little Elm, TX 75068
(972) 704-3017
SERVICE AREA
Corporate Headquarters
Investment Adviser Representative of Fiduciary Wealth Management, LLC. Fiduciary Wealth Management, LLC is a Registered Investment Adviser authorized to utilize Royal Fund Management, LLC investment services via a Sub-Adviser Agreement
Carissa Bruce
Chief Administrative Officer
Executive Assistant
1515 Buenos Aires Blvd.
Lady Lake, FL 32159
(877) 218-5060
SERVICE AREA
Corporate Headquarters
Jess Quirello
Senior Success Specialist
1515 Buenos Aires Blvd.
Lady Lake, FL 32159
(877) 218-5060
SERVICE AREA
Corporate Headquarters
Jessica Willis
Maneuver Project Management
Business Systems Analyst
1515 Buenos Aires Blvd.
Lady Lake, FL 32159
(877) 218-5060
SERVICE AREA
Corporate Headquarters
Laura Hallett
Adviser Success Specialist
1515 Buenos Aires Blvd.
Lady Lake, FL 32159
(877) 218-5060
SERVICE AREA
Corporate Headquarters
Joanna St. Clair
Trading & Service Specialist
1515 Buenos Aires Blvd.
Lady Lake, FL 32159
(877) 218-5060
SERVICE AREA
Corporate Headquarters
Ayris Abad
Trading & Service Specialist
1515 Buenos Aires Blvd.
Lady Lake, FL 32159
(877) 218-5060
SERVICE AREA
Corporate Headquarters
Tara Stohr
Adviser Success Specialist
1515 Buenos Aires Blvd.
Lady Lake, FL 32159
(877) 218-5060
SERVICE AREA
Corporate Headquarters
Amy Claesson
Adviser Success Specialist
1515 Buenos Aires Blvd.
Lady Lake, FL 32159
(877) 218-5060
SERVICE AREA
Corporate Headquarters
Abigail Claesson
Adviser Success Specialist
1515 Buenos Aires Blvd.
Lady Lake, FL 32159
(877) 218-5060
SERVICE AREA
Corporate Headquarters
Kelley C. Pyles, CFP®
Investment Adviser Representative
1515 Buenos Aires Blvd.
Lady Lake, FL 32159
(877) 218-5060
SERVICE AREA
Florida, Texas
Craig P. Sullivan
Investment Adviser Representative
1515 Buenos Aires Blvd.
Lady Lake, FL 32159
(877) 218-5060
SERVICE AREA
Florida
Rebel - In Loving Memory (2008-2016)
Office Liaison
1515 Buenos Aires Blvd.
Lady Lake, FL 32159
(877) 218-5060
SERVICE AREA
Corporate Headquarters
Maverick
Mascot of Maneuver Nation
1515 Buenos Aires Blvd.
Lady Lake, FL 32159
(877) 218-5060
SERVICE AREA
Corporate Headquarters
ARIZONABACK TO TOP
Hunter Von Unschuld, JD, CEBS
Investment Adviser Representative
4801 Lang Ave NE
Albuquerque, NM 87109
(505) 241-9386
SERVICE AREA
Arizona, New Mexico, Texas
ARKANSASBACK TO TOP
John Howell, CSA
Investment Adviser Representative
Jacksonville, AR 72078
(501) 291-8918
SERVICE AREA
Texas, Arkansas
David Templeton, RFC
Investment Adviser Representative
24 Chicot Drive
Maumelle, AR 72113
(501) 803-0271
SERVICE AREA
Arkansas, Texas
CALIFORNIABACK TO TOP
Michael K. Budnick
Investment Adviser Representative
106 S. Harris St., Ste. 236, Round Rock, TX 78664
2600 W. Olive Ave. 5th Floor, Burbank, CA 91505
(818) 441-8345
SERVICE AREA
California, Tennessee, Texas
Craig Cassidy
Investment Adviser Representative
Palm Desert, CA 92260
(760) 766-0700
SERVICE AREA
California, Texas
Neil Higger
Investment Adviser Representative
10055 Slater Avenue, Suite 260
Fountain Valley, CA 92708
(714) 803-0333
SERVICE AREA
California, Texas
D. Paul Kalra, CFP, ChFC, CLU, CSA
Investment Adviser Representative
22942 El Toro Road
Lake Forest, CA 92630
(949) 215-7880
SERVICE AREA
California
Charles Triana
Investment Adviser Representative
(916) 846-0960
SERVICE AREA
California
COLORADOBACK TO TOP
Judy Carlson
Investment Adviser Representative
9233 Park Meadows Dr #125
Lone Tree, CO 80124
(720) 445-1308
SERVICE AREA
Colorado
Pat Frederiksen
Investment Adviser Representative
Golden, CO 80401
(303) 919-1020
SERVICE AREA
Colorado
Jo-Ann Holst, CFP®
Investment Adviser Representative
550 South Wadsworth Blvd. #401
Lakewood, CO 80226
(720) 287-5880
SERVICE AREA
Colorado, Texas
Nick Naseman
Investment Adviser Representative
Colorado Springs, CO 80970
(719) 623-7433
SERVICE AREA
Colorado
Colette Snyder
Investment Adviser Representative
550 South Wadsworth Blvd. #401
Lakewood, CO 80226
(720) 287-5880
SERVICE AREA
Colorado
Mark Triplett, CFEd
Investment Adviser Representative
7040 NE 14th St., Suite 103
Ankeny, IA 50021
(866) 204-7712
SERVICE AREA
Iowa, Colorado
Terry Tyler
Investment Adviser Representative
355 South Teller St., STE 200
Lakewood, CO 80226
(303) 231-1008
SERVICE AREA
Colorado
CONNECTICUTBACK TO TOP
David Martin, CFP
Investment Adviser Representative
1086 Elm Street, Suite 102
Rocky Hill, CT 06067
(860) 721-6110
SERVICE AREA
Connecticut, Florida, Texas
FLORIDABACK TO TOP
Clem Brandenburg, CPA
Investment Adviser Representative
4440 PGA Blvd Ste 600
Palm Beach Gardens, FL 33410
(561) 747-0799
SERVICE AREA
Florida
Jim Clifford
Investment Adviser Representative
165 State Street
Brewer, ME 04412
(207) 356-4178
SERVICE AREA
Maine, Florida
Michael Conway
Investment Adviser Representative
700 22nd Place, Suite A
Vero Beach, FL 32960
(772) 480-4110
SERVICE AREA
Florida
Bryan Daly
Investment Adviser Representative
110 Front Street #300
Jupiter, FL 33477
(561) 448-4401
SERVICE AREA
Florida
R. Joseph Davis, LUTCF
Investment Adviser Representative
6522 King Palm Way
Apollo Beach, FL 33572
(813) 760-5782
SERVICE AREA
Florida
Liliana DeLara, CLTC
Investment Adviser Representative
5401 S. Kirkman Rd., Ste. 310
Orlando, FL 32819
(321) 939-4157
SERVICE AREA
Florida
Richard G. Easterbrook, CFP®
Investment Adviser Representative
801 International Parkway, Suite 500
Lake Mary, FL 32746
(800) 839-9248
SERVICE AREA
Florida
Joe Faulk
Investment Adviser Representative
4115 W. Spruce Street, Suite 208
Tampa, FL 33607
(813) 928-5454
SERVICE AREA
Florida
Rocco Foley
Investment Adviser Representative
(352) 750-1637
SERVICE AREA
Florida
Dan Johnson
Investment Adviser Representative
6851 13th Ave. N
St. Petersburg, FL 35710
(727) 343-9879
SERVICE AREA
Florida
Jonathan Jung
Investment Adviser Representative
Casselberry, FL 32707
(407) 766-7093
SERVICE AREA
Florida
Lincoln McRae
Investment Adviser Representative
Jacksonville, FL 32256
(630) 664-9395
SERVICE AREA
Florida, Texas
David Martin, CFP
Investment Adviser Representative
1086 Elm Street, Suite 102
Rocky Hill, CT 06067
(860) 721-6110
SERVICE AREA
Connecticut, Florida, Texas
Brian Neff
Investment Adviser Representative
5027 Cardinal Ct.
Little Elm, TX 75068
(972) 704-3017
SERVICE AREA
Florida, Nevada, Ohio, Texas
Investment Adviser Representative of Fiduciary Wealth Management, LLC. Fiduciary Wealth Management, LLC is a Registered Investment Adviser authorized to utilize Royal Fund Management, LLC investment services via a Sub-Adviser Agreement
Brady Nelson
Investment Adviser Representative
108 Spoonbill Dr
Palm Coast, FL 32164
(904) 878-1618
SERVICE AREA
Northeast Florida
Kelley C. Pyles, CFP®
Investment Adviser Representative
1515 Buenos Aires Boulevard
The Villages, FL 32159
(352) 751-4590
SERVICE AREA
Florida, Texas
Ginny Schlosser
Investment Adviser Representative
Jacksonville Beach, FL 32250
(904) 302-0950
SERVICE AREA
Florida
Kevin J. Schneider
Investment Adviser Representative
Lake Worth, FL 33463
(703) 307-2688
SERVICE AREA
Florida
Craig P. Sullivan
Investment Adviser Representative
1515 Buenos Aires Boulevard
The Villages, FL 32159
(352) 751-4590
SERVICE AREA
Florida
Luke Wrenn
Investment Adviser Representative
1120 Haymarket Dr.
Lakeland, FL 33809
(863) 430-9806
SERVICE AREA
Florida
Frederick Wright
Investment Adviser Representative
Orlando, FL 32828
(407) 758-7486
SERVICE AREA
Florida
GEORGIABACK TO TOP
Erik Dodds
Investment Adviser Representative
Las Vegas, NV 89121
(702) 252-7252
SERVICE AREA
Georgia, Nevada
Investment Adviser Representative of CRG Wealth, LLC. CRG Wealth, LLC is a Registered Investment Adviser authorized to utilize Royal Fund Management, LLC investment services via a Sub-Adviser Agreement
John Mills
Investment Adviser Representative
2002 Summit Blvd, Suite 300
Atlanta, GA 30319
(770) 843-5159
SERVICE AREA
Georgia
ILLINOISBACK TO TOP
Nathan Chapel
Investment Adviser Representative
2815 Forbs Avenue, Suite 107
Hoffman Estates, IL 60192
(847) 370-8198
SERVICE AREA
Illinois
Scott Svoboda
Investment Adviser Representative
2815 Forbs Avenue, Suite 107
Hoffman Estates, IL 60192
(847) 682-0634
SERVICE AREA
Illinois
Rick Wang
Investment Adviser Representative
7210 E State Street, Suite 102
Rockford, IL 61108
(815) 997-5930
SERVICE AREA
Illinois
Andrew Watson
Investment Adviser Representative
5250 Old Orchard Rd, Ste 300
Skokie, IL 60077
(847) 800-7515
SERVICE AREA
Illinois
INDIANABACK TO TOP
Richard “Dick” Nester
Investment Adviser Representative
500 W. Turkeyfoot Lake Rd.
New Franklin, OH 44319
(330) 899-0810
SERVICE AREA
Indiana, Ohio, Texas
IOWABACK TO TOP
Don Breuker
Investment Adviser Representative
602 39th Street
Spirit Lake, IA 51360-2045
(712) 336-4855
SERVICE AREA
Iowa
Paul Fokken
Investment Adviser Representative
231 W Main Street, Ste 102
Cherokee, IA 51012
(712) 321-3272
SERVICE AREA
Iowa, Texas
Aaron Hawks
Investment Adviser Representative
1370 NW 114th Street, Suite 204
Clive, IA 50325
(515) 422-9021
SERVICE AREA
Iowa
Vicki Monaco
Investment Adviser Representative
7900 Hickman Road, Suite 200A
Windsor Heights, IA 50324
(515) 309-2985
SERVICE AREA
Iowa
Mark Triplett, CFEd
Investment Adviser Representative
7040 NE 14th St., Suite 103
Ankeny, IA 50021
(866) 204-7712
SERVICE AREA
Iowa, Colorado
Russ Wagner
Investment Adviser Representative
111 NW 2nd, Suite 200
Stuart, IA 50250
(515) 745-3720
SERVICE AREA
Iowa, Texas
KC Wingert, RICP®
Investment Adviser Representative
7177 Hickman Road, Suite 4
Urbandale, IA 50322
(515) 274-9190
SERVICE AREA
Iowa
KANSASBACK TO TOP
Michael Berlau
Investment Adviser Representative
11237 Nall Ave, Suite 100
Leawood, Kansas 66211
(913) 638-9260
SERVICE AREA
Kansas, Texas
John Link, CLU®, ChFC®, RICP
Investment Adviser Representative
7300 W 110th St., Commerce Plaza I, Suite 700
Overland Park, KS 66210
(816) 588-3624
SERVICE AREA
Kansas, Texas
John Lawrence
Investment Adviser Representative
7300 W 110th Street, Suite 700
Overland Park, KS 66210
(913) 645-4820
SERVICE AREA
Kansas
M. Scott Norris
Investment Adviser Representative
7300 W 110th St., Commerce Plaza I, Suite 700
Overland Park, KS 66210
(913) 627-9447
SERVICE AREA
Kansas, Maryland
MAINEBACK TO TOP
Jim Clifford
Investment Adviser Representative
165 State Street
Brewer, ME 04412
(207) 356-4178
SERVICE AREA
Maine, Florida
MARYLANDBACK TO TOP
Barth Frankenberry Jr, LUTCF
Investment Adviser Representative
1254 Vocke Rd, Ste A
LaVale, MD 21502
(240) 920-3470
SERVICE AREA
Maryland
David Latch, CFP®
Investment Adviser Representative
Frederick, MD 21702
(301) 662-6126
SERVICE AREA
Maryland, Texas
M. Scott Norris
Investment Adviser Representative
7300 W 110th St., Commerce Plaza I, Suite 700
Overland Park, KS 66210
(913) 627-9447
SERVICE AREA
Kansas, Maryland
MINNESOTABACK TO TOP
Todd Ehret
Investment Adviser Representative
1403 15th Ave NW
Austin, MN 55912
(507) 433-3353
SERVICE AREA
Minnesota
Gabe Fransen
Investment Adviser Representative
9040 Quaday Ave NE, Suite 205
Otsego, MN 55330
(763) 220-0234
SERVICE AREA
Minnesota
Brad Gerberding
Investment Adviser Representative
9040 Quaday Ave NE, Suite 205
Otsego, MN 55330
(763) 241-8197
SERVICE AREA
Minnesota
Greg Rieckhoff, LUTC
Investment Adviser Representative
13951 West Preserve Blvd, Suite 101
Burnsville, MN 55337
(612) 296-6681
SERVICE AREA
Minnesota
MISSOURIBACK TO TOP
Camden Sprouse
Investment Adviser Representative
Lee Summit, MO 64063
(816) 272-1966
SERVICE AREA
Missouri
NEVADABACK TO TOP
Erik Dodds
Investment Adviser Representative
Las Vegas, NV 89121
(702) 252-7252
SERVICE AREA
Georgia, Nevada
Investment Adviser Representative of CRG Wealth, LLC. CRG Wealth, LLC is a Registered Investment Adviser authorized to utilize Royal Fund Management, LLC investment services via a Sub-Adviser Agreement
Brian Neff
Investment Adviser Representative
5027 Cardinal Ct
Little Elm, TX 75068
(972) 704-3017
SERVICE AREA
Florida, Nevada, Ohio, Texas
Investment Adviser Representative of Fiduciary Wealth Management, LLC. Fiduciary Wealth Management, LLC is a Registered Investment Adviser authorized to utilize Royal Fund Management, LLC investment services via a Sub-Adviser Agreement
NEW JERSEYBACK TO TOP
John Zakar
Investment Adviser Representative
Matawan, NJ 7747
(201) 708-7526
SERVICE AREA
New Jersey
NEW MEXICOBACK TO TOP
Henry Von Unschuld
Investment Adviser Representative
4801 Lang Ave NE, STE 110
Albuquerque NM 87109
(505) 301-7960
SERVICE AREA
New Mexico
Hunter Von Unschuld, JD, CEBS
Investment Adviser Representative
4801 Lang Ave NE
Albuquerque NM 87109
(505) 241-9386
SERVICE AREA
Arizona, New Mexico, Texas
NORTH CAROLINABACK TO TOP
Sean Clark, MRFC, CFEI
Investment Adviser Representative
321 N Front ST, Suite C
WILMINGTON NC 28401
(717) 324-6147
SERVICE AREA
North Carolina, Pennsylvania
Tom Corbett
Investment Adviser Representative
5960 Fairview Rd., Suite 400
Charlotte, NC 28210
(704) 469-2714
SERVICE AREA
North Carolina
OHIOBACK TO TOP
Scott Heather
Investment Adviser Representative
4450 Belden Village St NW, STE 206
Canton, OH 44707
(330) 348-5000
SERVICE AREA
Ohio
Kimball Kistler
Investment Adviser Representative
Newton Falls, OH 44444
(330) 872-0036
SERVICE AREA
Ohio
Brian Neff
Investment Adviser Representative
5027 Cardinal Ct
Little Elm, TX 75068
(972) 704-3017
SERVICE AREA
Florida, Nevada, Ohio, Texas
Investment Adviser Representative of Fiduciary Wealth Management, LLC. Fiduciary Wealth Management, LLC is a Registered Investment Adviser authorized to utilize Royal Fund Management, LLC investment services via a Sub-Adviser Agreement
Richard “Dick” Nester
Investment Adviser Representative
500 W. Turkeyfoot Lake Rd.
New Franklin, OH 44319
(330) 899-0810
SERVICE AREA
Indiana, Ohio, Texas
Ben Nienberg, CLU, ChFC
Investment Adviser Representative
130 Washington St., P. O. Box 130
Glandorf, OH 45848
(419) 538-6824
SERVICE AREA
Greater Northwest Ohio and Ohio
OKLAHOMABACK TO TOP
Briley Baca
Investment Adviser Representative
110 S. 13th Street
Clinton, OK 73601
(580) 323-6800
SERVICE AREA
Oklahoma, Texas
Bryan Baca
Investment Adviser Representative
110 S. 13th Street
Clinton, OK 73601
(580) 323-6800
SERVICE AREA
Oklahoma, Texas
Robert Norris
Investment Adviser Representative
2 South Vann St.
Pryor, OK 74361
(918) 530-1529
SERVICE AREA
Oklahoma
PENNSYLVANIABACK TO TOP
Sean Clark, MRFC, CFEI
Investment Adviser Representative
321 N Front ST, Suite C
WILMINGTON NC 28401
(717) 324-6147
SERVICE AREA
North Carolina, Pennsylvania
Owen Edwards
Investment Adviser Representative
1418 Main Street, Suite 105
Peckville, PA 18452
(570) 383-0515
SERVICE AREA
Pennsylvania, Texas
Keith Hawk, AAMS®
Investment Adviser Representative
400 Northampton St., Suite 300
Easton, PA 18042
(910) 500-5000
SERVICE AREA
Pennsylvania
TennesseeBACK TO TOP
Michael K. Budnick
Investment Adviser Representative
106 S. Harris St. Ste. 236, Round Rock, TX 78664
2600 W. Olive Ave. 5th Floor, Burbank, CA 91505
(818) 441-8345
SERVICE AREA
California, Tennessee, Texas
TEXASBACK TO TOP
Briley Baca
Investment Adviser Representative
110 S. 13th Street
Clinton, OK 73601
(580) 323-6800
SERVICE AREA
Oklahoma, Texas
Bryan Baca
Investment Adviser Representative
110 S. 13th Street
Clinton, OK 73601
(580) 323-6800
SERVICE AREA
Oklahoma, Texas
Michael Berlau
Investment Adviser Representative
11237 Nall Ave, Suite 100
Leawood, Kansas 66211
(913) 638-9260
SERVICE AREA
Kansas, Texas
Michael K. Budnick
Investment Adviser Representative
106 S. Harris St. Ste. 236, Round Rock, TX 78664
2600 W. Olive Ave. 5th Floor, Burbank, CA 91505
(818) 441-8345
SERVICE AREA
California, Tennessee, Texas
Craig Cassidy
Investment Adviser Representative
(760) 766-0700
SERVICE AREA
California, Texas
Harry Coussou
Investment Adviser Representative
8141 Gladys Ave, Suite 101
Beaumont, TX 77706
(409) 860-9135
SERVICE AREA
Texas
Owen Edwards
Investment Adviser Representative
1418 Main Street, Suite 105
Peckville, PA 18452
(570) 383-0515
SERVICE AREA
Pennsylvania, Texas
Paul Fokken
Investment Adviser Representative
704 Eaton St.
Dunlap, IA 51529
(712) 321-3272
SERVICE AREA
Iowa, Texas
Neil Higger
Investment Adviser Representative
10055 Slater Avenue, Suite 260
Fountain Valley, CA 92708
(714) 803-0333
SERVICE AREA
California, Texas
Jo-Ann Holst
Investment Adviser Representative
550 S Wadsworth Blvd. #401
Lakewood, CO 80226
(720) 287-5880
SERVICE AREA
Colorado, Texas
CFP®
John Howell, CSA
Investment Adviser Representative
Jacksonville, AR 72078
(501) 291-8918
SERVICE AREA
Texas, Arkansas
Matt Jackson
President Institutional Sales
375 E Horsetooth Road #2-202
Fort Collins, CO 80525
(970) 229-1616
SERVICE AREA
Corporate Headquarters
David Latch, CFP®
Investment Adviser Representative
Frederick, MD 21702
(301) 662-6126
SERVICE AREA
Maryland, Texas
John Link, CLU®, ChFC®, RICP
Investment Adviser Representative
7300 W 110th St., Commerce Plaza I, Suite 700
Overland Park, KS 66210
(816) 588-3624
SERVICE AREA
Kansas, Texas
David Martin, CFP
Investment Adviser Representative
1086 Elm Street, Suite 102
Rocky Hill, CT 06067
(860) 721-6110
SERVICE AREA
Connecticut, Florida, Texas
Lincoln McRae
Investment Adviser Representative
Jacksonville, FL 32221
(630) 664-9395
SERVICE AREA
Florida, Texas
Brian Neff
Investment Adviser Representative
5027 Cardinal Ct
Little Elm, TX 75068
(972) 704-3017
SERVICE AREA
Florida, Nevada, Ohio, Texas
Investment Adviser Representative of Fiduciary Wealth Management, LLC. Fiduciary Wealth Management, LLC is a Registered Investment Adviser authorized to utilize Royal Fund Management, LLC investment services via a Sub-Adviser Agreement
Richard “Dick” Nester
Investment Adviser Representative
500 W. Turkeyfoot Lake Rd.
New Franklin, OH 44319
(330) 899-0810
SERVICE AREA
Indiana, Ohio, Texas
Alan Olson
Investment Adviser Representative
16850 Saturn Ln, Ste 100
Houston, Texas 77058
(281) 967-6069
SERVICE AREA
Texas
Kelley C. Pyles, CFP®
Investment Adviser Representative
1515 Buenos Aires Boulevard
The Villages, FL 32159
(352) 751-4590
SERVICE AREA
Florida, Virginia, Texas
Andres Rodriguez
Investment Adviser Representative
6427 Fairmont Parkway
Pasadena, TX 77505
(281) 206-0066
SERVICE AREA
Texas
John Stephens
Investment Adviser Representative
Allen, TX 75013
(214) 288-5018
SERVICE AREA
Texas
David Templeton, RFC
Investment Adviser Representative
24 Chicot Drive
Maumelle, AR 72113
(501) 803-0271
SERVICE AREA
Arkansas, Texas
Hunter Von Unschuld, JD, CEBS
Investment Adviser Representative
4801 Lang Ave NE
Albuquerque NM 87109
(505) 241-9386
SERVICE AREA
Arizona, New Mexico, Texas
Russ Wagner
Investment Adviser Representative
111 NW 2nd, Suite 200
Stuart, IA 50250
(515) 745-3720
SERVICE AREA
Iowa, Texas
VIRGINIABACK TO TOP
John Thoma
Investment Adviser Representative
9701 Gayton Road, Ste. 9
Richmond, VA 23238
(804) 562-7209
SERVICE AREA
Virginia
Reese Smith
Investment Adviser Representative
90 Emerald Heights Dr.
Fishersville, VA 22939
SERVICE AREA
Virginia
WASHINGTONBACK TO TOP
Rick Anderson
Investment Adviser Representative
2425 N Trumpeter Dr.
Mount Vernon, WA 98273
(360) 391-3279
SERVICE AREA
Washington
WISCONSINBACK TO TOP
Harlan Hogrefe
Investment Adviser Representative
(608) 498-1831
SERVICE AREA
Wisconsin
401(k) Maneuver™ is offered by Royal Fund Management, LLC, which is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Royal Fund Management, LLC, is not affiliated with or endorsed by NASDAQ.
All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals, and economic conditions may materially alter the performance of your portfolio. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client's investment portfolio. There are no assurances that a client’s portfolio will match or outperform any particular benchmark. Asset allocation and diversification do not ensure or guarantee better performance and cannot eliminate the risk of investment losses. Projections are based on assumptions that may not come to pass.
Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.
All third-party trademarks, including logos and icons, referenced in this website and our content, are the property of their respective owners. Unless otherwise indicated, the use of third-party trademarks herein does not imply or indicate any relationship, sponsorship, or endorsement between 401(k) Maneuver and the owners of those trademarks. Any reference inside this website or content to third-party trademarks is to identify the corresponding third-party goods and/or services.