Russell Rogers, financial advisor Roseville MN
93 score

Russell Rogers

CRD 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.

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Company Name Location Dates Years
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
Signator Investors Inc. Maple Grove, MN Jul 2007 - Oct 2007 < 1
Hollaway Agency Inc. Maple Grove, MN May 2007 - Oct 2007 < 1
Student-bethel University St. Paul, MN Aug 2003 - May 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2007
Contact Info for Russell D. Rogers
Phone Number: 651-490-2939
Registered State(s):
  • FL
  • MN
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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