MR
CFP
MR
CFP

Michael Alan Rodgers

8 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
29 advisors
Number of Clients
1,365 clients
Average Client Portfolio
$310K average
Assets Under Management
$422.6M

Fee Structure

Loading...

Location

Warrenville, IL

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Michael is the owner of Financial Wellness, LLC, and sells insurance products. This activity requires about 10-20% of his time.

Employment History
Current Registrations
Independent Wealth Network, INC.
November 2017 - Present · 8 yrs 3 mos
Previous Registrations
Brokers International Financial Services, LLC.Broker
January 2018 - September 2019 · 1 yr 8 mos
Kestra Advisory Services, LLC
January 2017 - November 2017 · 10 mos
Kestra Investment Services, LLCBroker
December 2016 - November 2017 · 11 mos
State Registrations3 states
CAILTX
Advisor
Exams
No exam information available for this advisor.