Timothy RodgersCRD Number: 735129
Current Firm: Nova R Wealth, Inc.
Timothy Rodgers (CRD# 735129) is an Investment Advisor Representative working at Nova R Wealth, Inc. in Overland Park, KS and has over 41 years of experience in the finance industry. Timothy Rodgers 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.
Financial Partners Group, Inc.
Mariner Wealth Advisors
Prime Capital Investment Advisors, LLC
|Nova R Wealth, Inc.||Overland Park, KS||Aug 2014 - Current||8|
|Purshe Kaplan Sterling Investments, Inc.||Albany, NY||Sep 2014 - Oct 2015||1|
|Wells Fargo Advisors, LLC||Overland Park, KS||May 2009 - Jul 2014||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1981|
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, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management420MILLIONS
Total Number of Accounts962ACCOUNTS
Average Account Value$436,788
- 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)
CA, CO, FL, IL, KS, MO, NE, NH, TX
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