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 9 years of experience in the finance industry.
Phillip James Financial Company
Allodium Investment Consultants, LLC
Epiq Partners, LLC
|Summit Investment Advisory Services, Inc.||Roseville, MN||Feb 2015 - Current||1|
|Summit Investment Advisors, Inc.||Roseville, MN||Sep 2011 - Current||5|
|Lpl Financial LLC||Roseville, MN||Sep 2011 - Current||5|
|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|
Total Assets Under Management59MILLIONS
Total Number of Accounts303ACCOUNTS
Average Account Value$193,865
- 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
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