Stephen RogersCRD Number: 2239795
Current Firm: Gradient Advisors, LLC
Stephen Rogers (CRD# 2239795) is an Investment Advisor Representative working at Gradient Advisors, LLC in Arden Hills, MN and has over 29 years of experience in the finance industry.
U.s. Bancorp Investments, Inc.
Wells Fargo Clearing Services, LLC
Abens Financial Services Inc.
|Gradient Advisors LLC||Arden Hills, MN||Jul 2021 - Current||< 1|
|The Rogers Group, Inc.||Oklahoma City, OK||Jan 2009 - Current||12|
|Elevated Capital Advisors, LLC||Sandy, UT||Apr 2020 - Oct 2020||< 1|
|Regal Investment Advisors, LLC||Kentwood, MI||Oct 2019 - Apr 2020||< 1|
|Proequities, Inc.||Oklahoma City, OK||Feb 2011 - Mar 2017||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1992|
|S65||NASAA Investment Advisors Law Examination||Aug 1996|
Total Assets Under Management121MILLIONS
Total Number of Accounts2,201ACCOUNTS
Average Account Value$54,773
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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