Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Ray Rodgers is a financial advisor with Adamsbrown Wealth Consultants LLC, based in Wichita, KS. Donald has been in the financial services industry for over 30 years, and has experience working with individuals, families, businesses, and charitable organizations. Donald holds the Series 6, 7, 24, 31 and 63 licenses and is also a Certified Financial Planner. Donald is committed to providing his clients with personalized financial advice and guidance, helping them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
KS
03/13/2024 - Present
Adamsbrown Wealth Consultants LLC (WICHITA KS)
AR
10/25/2019 - 02/28/2024
AVANTAX INVESTMENT SERVICES, INC. (Little Rock AR)
AR
08/25/2015 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (LITTLE ROCK AR)
AR
08/01/2011 - 08/31/2015
HORNOR, TOWNSEND & KENT, INC. (LITTLE ROCK AR)
AR
03/08/2007 - 08/12/2011
SECURITIES AMERICA, INC. (LITTLE ROCK AR)
AR
06/18/2004 - 03/12/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LITTLE ROCK AR)
WI
12/19/2003 - 03/08/2004
SII INVESTMENTS, INC. (APPLETON WI)
GA
08/12/2003 - 01/20/2004
WELLSTONE SECURITIES, LLC (CUMMING GA)
CT
01/07/2002 - 08/13/2003
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
AR
03/20/2000 - 11/30/2001
DELTA TRUST INVESTMENTS, INC. (LITTLE ROCK AR)
PA
09/05/1996 - 03/21/2000
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
DE
07/29/1996 - 12/31/1996
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
AR
01/16/1992 - 06/03/1996
STEPHENS INC. (LITTLE ROCK AR)
NY
09/26/1991 - 02/03/1992
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 05/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/24/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 03/08/1993
Series 7 - General Securities Representative Examination
BC
Issued 09/10/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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