Sean Rogers, financial advisor Bonita Springs FL
96 score

Sean Rogers

CRD Number: 5470167
Current Firm: Sean Rogers, Cfp®

Sean Rogers (CRD# 5470167) is an Investment Advisor Representative working at Sean Rogers, Cfp® in Bonita Springs, FL and has over 9 years of experience in the finance industry. Sean 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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Professional Designations
Company Name Location Dates Years
Rogers Wealth Management Services LLC Bonita Springs, FL Aug 2016 - Current 1
Dynamic Wealth Advisors Scottsdale, AZ Oct 2014 - Current 3
Blue Line Painting Mentor, FL Mar 2003 - Jan 2016 12
Guardian Fort Myers, FL Jun 2008 - Oct 2014 6
Park Ave Securities Fort Myers, FL Jun 2008 - Oct 2014 6
Culinary Concepts Bonita Springs, FL Apr 2010 - Apr 2011 1
Golden Palm Mortgage Naple, FL May 2007 - Dec 2008 1
Coconut Point Title Estero, FL Jun 2007 - Jun 2008 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2009
Contact Info for Sean A. Rogers
Phone Number: (239) 204-5554
Firm Website:
Registered State(s):
  • FL
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


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

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