Andrea D Rodgers

Trustage Investment Management

25 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

Trustage Investment Management

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

23 advisors

Number of Clients

363 clients

Average Client Portfolio

$102.6M average

Assets Under Management

$37.3B

Fee Structure

Financial Planning:Investment management only

Location

5910 Mineral Point Rd, Madison, WI, 53705

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Trustage Investment Management

October 2012 - Present · 13 yrs 4 mos

CUNA Brokerage Services, INC.

February 2009 - Present · 17 yrs

CUNA Brokerage Services, INC.Broker

February 2009 - Present · 17 yrs

Previous Registrations

CUNA Brokerage Services, INC.

February 2009 - August 2013 · 4 yrs 6 mos

Stancorp Investment Advisers, INC.

June 2006 - January 2009 · 2 yrs 7 mos

Stancorp Equities, INC.Broker

November 2004 - January 2009 · 4 yrs 2 mos

Clark Securities, INC.Broker

November 2003 - August 2004 · 9 mos

American Express Financial Advisors INC.Broker

May 1999 - August 2003 · 4 yrs 3 mos

Ids Life Insurance CompanyBroker

May 1999 - August 2003 · 4 yrs 3 mos

State Registrations2 states

ALGA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.