Michael Rood (CRD# 2191065) is an Investment Advisor Representative working at Rca Wealth Strategies LLC in Overland Park, KS and has over 24 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
Company Name | Location | Dates | Years |
---|---|---|---|
Rca Wealth Strategies | Kansas City, KS | Oct 2021 - Current | 2 |
Ifs Advisors Dba Insight Financial Services | Overland Park, KS | Jun 2019 - Oct 2021 | 2 |
Insight Insurance Partners | Overland Park, KS | Jun 2019 - Oct 2021 | 2 |
Securities America, Inc. | Overland Park, KS | Sep 2020 - Nov 2020 | < 1 |
Securities Service Network | Overland Park, KS | Jun 2019 - Sep 2020 | 1 |
Ameritas Life Insurance Corp | Lincoln, NE | Jan 2015 - Jun 2019 | 4 |
Ameritas Investment Corp | Lincoln, NE | Feb 2013 - Jun 2019 | 6 |
Central Financial Services | Overland Park, KS | Feb 2013 - Jun 2019 | 6 |
Rca Wealth Strategies | Overland Park, KS | Feb 2013 - Jun 2019 | 6 |
21st Century Consulting | Overland Park, KS | Jul 2015 - Dec 2018 | 3 |
The Retirement Store | Overland Park, KS | Sep 2013 - Feb 2016 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 1999 |
S66 | NASAA Uniform Combined State Law Examination | Apr 2002 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
- KS
- LA
- MO
- NE
- TX
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Total Assets Under Management43MILLIONS
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Total Number of Accounts511ACCOUNTS
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Average Account Value$83,366
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
CA, KS, LA, MO, NE, TX
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