Andrew Rogers, financial advisor Leawood KS

Andrew Rogers

CRD Number: 6329698
Current Firm: Legacy Financial Strategies, LLC

Andrew Rogers (CRD# 6329698) is an Investment Advisor Representative working at Legacy Financial Strategies, LLC in Leawood, KS and has over 9 years of experience in the finance industry. Andrew Rogers has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Legacy Financial Strategies, LLC Leawood, KS Nov 2019 - Current 4
Lpl Financial, LLC Kansas City, MO Aug 2018 - Current 5
A.d. Rogers & Associates LLC Kansas City, MO Sep 2014 - Current 9
Various Insurance Carriers For W&r Insurance Agencies Kansas City, MO Jul 2014 - Aug 2018 4
Waddell & Reed, Inc. Kansas City, MO May 2014 - Aug 2018 4
The Bacchus Foundation Kansas City, MO Jun 2015 - Jun 2018 3
Tower Wealth Managers Kansas City, MO May 2012 - Aug 2014 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2014
S65 NASAA Investment Advisors Law Examination Aug 2014
Contact Info for Andrew D. Rogers
Phone Number: 913-403-0600
Firm Website: http://www.legacykc.com
Registered State(s):
  • KS
  • TX
By the Numbers
  • Total Assets Under Management
    646
    MILLIONS
  • Total Number of Accounts
    1,921
    ACCOUNTS
  • Average Account Value
    $336,091
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

AZ, CA, FL, KS, MO, NJ, NY, TX

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