Michael Rodgers (CRD# 6564456) is an Investment Advisor Representative working at Independent Wealth Network, Inc. in Warrenville, IL and has over 7 years of experience in the finance industry. Michael 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.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Brokers International Financial Services, LLC | Warrenville, IL | Jan 2018 - Current | 6 |
| Financial Wellness, LLC | Warrenville, IL | Nov 2017 - Current | 6 |
| Independent Wealth Network | Phoenix, AZ | Nov 2017 - Current | 6 |
| Kestra Financial, Inc. | Naperville, IL | Oct 2015 - Nov 2017 | 2 |
| Unemployed | Warrenville, IL | Feb 2015 - Oct 2015 | < 1 |
| Kay & Associates | Naperville, IL | Nov 2012 - Jan 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2017 |
- CA
- IL
- TX
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Total Assets Under Management358MILLIONS
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Total Number of Accounts2,499ACCOUNTS
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Average Account Value$143,388
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