Timothy Rodgers (CRD# 6879767) is an Investment Advisor Representative working at 49 Financial in Rogers, AR and has over 6 years of experience in the finance industry.
CRD# 4698329
Northwestern Mutual Investment Services,llc
CRD# 4571731
Greenwood Gearhart Inc.
CRD# 1443629
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Oakwood Capital Securities, Inc. | Minneapolis, MN | Jan 2024 - Current | < 1 |
| 49 Wealth Management LLC | Austin, TX | Jan 2023 - Current | 1 |
| Purshe Kaplan Sterling Inestments, Inc. | Albany, NY | Nov 2019 - Jan 2024 | 4 |
| Thrivent Advisor Network, LLC | Dallas, TX | Jun 2020 - Dec 2022 | 2 |
| Axa Advisors, LLC | New York, NY | Mar 2018 - Nov 2019 | 1 |
| J.c. Penny | Dallas, TX | Aug 2016 - Feb 2018 | 1 |
| University Of Arkansas | Fayetteville, AR | Aug 2012 - Aug 2016 | 4 |
| University Of Arkansas | Fayetteville, AR | Aug 2014 - May 2016 | 1 |
| Verizon | Tulsa, OK | Jun 2015 - Jul 2015 | < 1 |
| Camp War Eagle | Rogers, AR | May 2014 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2018 |
- AR
- TX
-
Total Assets Under Management566MILLIONS
-
Total Number of Accounts3,364ACCOUNTS
-
Average Account Value$168,317
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AR, CA, FL, GA, MN, NC, TX
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