Russell RogersCRD Number: 5390538
Current Firm: Summit Investment Advisory Services
Russell Rogers (CRD# 5390538) is an Investment Advisor Representative working at Summit Investment Advisory Services in Roseville, MN and has over 10 years of experience in the finance industry. Russell 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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Allodium Investment Consultants, LLC
|Summit Investment Advisory Services, Inc.||Roseville, MN||Feb 2015 - Current||3|
|Summit Investment Advisors, Inc.||Roseville, MN||Sep 2011 - Current||6|
|Lpl Financial LLC||Roseville, MN||Sep 2011 - Current||6|
|Minnesota Army National Guard||St Paul, MN||Feb 2009 - Feb 2015||6|
|Transamerica Financial Advisors, Inc.||Richfield, MN||Jan 2010 - Sep 2011||1|
|Innovate Financial Inc.||Richfield, MN||Jan 2010 - Sep 2011||1|
|H.d. Vest Securities||Plymouth, MN||Feb 2008 - May 2009||1|
|Mrk Financial Solutions||Plymouth, MN||Jan 2008 - Jul 2008||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2007|
Total Assets Under Management202MILLIONS
Total Number of Accounts790ACCOUNTS
Average Account Value$255,948
- 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
AZ, CO, FL, MN, TX, WI
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