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Manager Overview
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Rogers Financial Services works with clients who are nearing retirement or already retired who have questions and concerns about protecting and preserving their wealth. Mark Rogers gives his advice and judgement, acquired from many years advising clients, on how to navigate this new world of financial services so his clients feel more confident and less stressed about their financial security in retirement.
Tax-Advantaged Retirement Strategies
Pre/Post Retirement Planning Strategies
Estate Planning Services
Long-Term Care Insurance |
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Experience & Disclosure
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My CRD Number:
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2745669 |
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Firm CRD Number:
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15708 |
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Work Experience:
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Junior High School Teacher- 14 years
Financial Advisor- since 1996 |
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Academic Background:
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Bachelors Degree/Education/Northern Illinois University
Masters Degree/Education/Northern Illinois University |
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Services
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Types of Investments:
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stocks, bonds, REITS, variable annuities, life insurance,mutual funds, fixed annuities |
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Qualifications
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Certifications, Accreditations and Designations:
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Insurance and Securities licenses (series 6 and 63) 1996
Series 62 license- 2005
Series 65/66 license- 2007 |
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Number of Advisors in Office:
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1 |
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Advisor's Number of Clients:
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120 |
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Assets Managed by Advisor:
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$10-$15 million |
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Compensation
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New Client Minimum Portfolio Size:
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$500,000 |
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Fee:
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1% |
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Money Manager Articles
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Required Minimum Distributions are Waived For 2009 - 09/18/2009
At Last - 08/27/2009
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