Stephen Rogers, financial advisor Arden Hills MN

Stephen Rogers

CRD Number: 2239795
Current Firm: Gradient Advisors, LLC

Stephen Rogers (CRD# 2239795) is an Investment Advisor Representative working at Gradient Advisors, LLC in Arden Hills, MN and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Gradient Advisors LLC Arden Hills, MN Jul 2021 - Current < 1
The Rogers Group, Inc. Oklahoma City, OK Jan 2009 - Current 12
Elevated Capital Advisors, LLC Sandy, UT Apr 2020 - Oct 2020 < 1
Regal Investment Advisors, LLC Kentwood, MI Oct 2019 - Apr 2020 < 1
Proequities, Inc. Oklahoma City, OK Feb 2011 - Mar 2017 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1992
S65 NASAA Investment Advisors Law Examination Aug 1996
Contact Info for Stephen L. Rogers
Phone Number: 877-885-0508
Registered State(s):
  • OK
By the Numbers
  • Total Assets Under Management
    121
    MILLIONS
  • Total Number of Accounts
    2,201
    ACCOUNTS
  • Average Account Value
    $54,773
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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