Matthew Rodgers (CRD# 7016812) is an Investment Advisor Representative working at Clarkston Capital Partners, LLC in Rochester, MI and has over 5 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Alps Distributors, Inc. | Denver, CO | Sep 2019 - Current | 4 |
| Clarkston Capital Partners, LLC | Rochester, MI | Sep 2019 - Current | 4 |
| Varsity Shop Training Center | Bloomfield Hills, MI | Aug 2015 - Current | 8 |
| Morgan Stanley | Bloomfield Hills, MI | Oct 2018 - Sep 2019 | < 1 |
| United Shores Professinal Baseball League | Utica, MI | May 2016 - Sep 2017 | 1 |
| Unemployed | Clarkston, MI | Jun 2015 - Jul 2015 | < 1 |
| The University Of Evansville | Evansville, IN | Aug 2013 - Jun 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2019 |
- MI
-
Total Assets Under Management6,695MILLIONS
-
Total Number of Accounts2,124ACCOUNTS
-
Average Account Value$3,152,027
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AL, AZ, CA, CO, CT, FL, GA, HI, IL, IN, LA, MA, MI, MN, NC, NJ, NV, NY, OH, OR, PA, SD, TX, VA, WA, WI
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