Andrew RogersCRD Number: 6329698
Current Firm: Waddell & Reed
Andrew Rogers (CRD# 6329698) is an Investment Advisor Representative working at Waddell & Reed in Kansas City, MO and has over 2 years of experience in the finance industry.
Nextgen Wealth, LLC
Freedom Wealth Advisors, LLC
Searcy Financial Services, Inc.
|The Bacchus Foundation||Kansas City, MO||Jun 2015 - Current||1|
|A.d. Rogers & Associates LLC||Kansas City, MO||Sep 2014 - Current||2|
|Various Insurance Carriers For W&r Insurance Agencies||Kansas City, MO||Jul 2014 - Current||2|
|Waddell & Reed, Inc.||Kansas City, MO||May 2014 - Current||2|
|Tower Wealth Managers||Kansas City, MO||May 2012 - Aug 2014||2|
|Country Club Bank||Kansas City, MO||May 2010 - May 2012||2|
|Great Southern Bank||Lee's Summit, MO||May 2009 - May 2010||1|
|Allen College||Iola, KS||May 2007 - May 2009||2|
|Grand Summit||Grandview, MO||May 2006 - May 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2014|
|S65||NASAA Investment Advisors Law Examination||Aug 2014|
Total Assets Under Management18,309MILLIONS
Total Number of Accounts149,599ACCOUNTS
Average Account Value$122,387
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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