Advisor at Kenai Investments, Inc.
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Firm
Kenai Investments, Inc.
Location
Amarillo, TX 79109
Credentials
Series 63, Series 66
Industry experience
10 years
Roger Remling is the sole advisor at Kenai Investments, Inc., an independent firm based in Borger, Texas. He holds Series 63 and Series 66 licenses and has 10 years of industry experience. Remling has been with Kenai Investments since 2003. Kenai Investments serves individual and high-net-worth clients, providing asset management, financial planning, business succession and executive benefits consulting, tax preparation assistance, and estate-planning support. The firm employs a combined fundamental and technical investment approach, offering both discretionary and non-discretionary services, and conducts formal quarterly account reviews tailored through client questionnaires.
Based on Kenai Investments, Inc.
Based on Kenai Investments, Inc.
$0 - $100,000: 2.00% $100,000 - $250,000: 1.50% $250,000 - $500,000: 1.25% $500,000+: 1.00%
Account minimum: None
2700 S Western St., Suite 900
Amarillo, TX 79109
Texas
Kenai Investments, Inc.
2003 - Present (23 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Amarillo, TX
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Series 63
Amarillo, TX
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Series 65
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