Home
About
What We Do
Who We Serve
Insights
Contact Us
Login

Personal Information Form

Name

Email
Address

Message

Prohibit the sale of personal information

Request copies of personal information

Request deletion of personal information

Thank you! Oops!

Contact

help@therothcompanies.com

Toll-Free: 800-551-7684

Office: 618-632-7684

Office: 913-762-7684

Fax: 618-632-6101

4925 Stone Falls Center, Suite A

O'Fallon, IL 62269

Kansas Office

7500 College Blvd, Suite 150

Overland Park, KS 66210

Office: (913) 762-7684

Fax: (913) 845-4884

Missouri Office

3636 S. Geyer Road, Suite 100

St. Louis, MO 63127

Office: (314) 833-7684

Fax: (618) 632-6101

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Latest Articles
All Videos
All Calculators

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered. Investments products and services available only to residents of AL, AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, KY, MN, MO, MS, NC, ND, NE, NJ, NM, NY, OH, OK, OR, SC, TN, TX, VA, WA, WI. Insurance-related services may not be provided to individuals residing in any states other than AR, AZ, CO, CT, GA, IA, IL, IN, KS, KY, MN, MO, MS, NC, ND, NJ, OK, OR, PA, TN, TX, VA, WI. A broker/dealer, investment advisor, BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the states broker/dealer, investment adviser, or BD agent or IA rep requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by broker/dealer, investment adviser, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the states broker/dealer, investment adviser, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion.

Securities offered through United Planners Financial Services, a Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services offered through RDA Financial Network, Inc., a Registered Investment Advisor. United Planners, RDA Financial Network, and The Roth Companies, Inc. are separate entities.