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Erin Tobin Rogers

Northrock Partners, LLC

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About Erin Tobin Rogers

Erin Tobin Rogers is a financial advisor with over 10 years of experience in the financial services industry. Erin currently works with Northrock Partners, LLC. Erin has held prior roles with LION STREET FINANCIAL, LLC, FIDELITY BROKERAGE SERVICES LLC, and FOLGER NOLAN FLEMING DOUGLAS INCORPORATED. Erin is a Certified Financial Planner, holds a Series 66, Series 7, and SIE licenses, and is registered as an investment advisor representative in Maryland, Minnesota, and North Carolina. Erin has extensive experience in portfolio management, financial planning, and consulting.

Firm Information

Erin Rogers is currently registered with Northrock Partners, LLC. Northrock Partners, LLC is an investment advisor with approximately $1 billion to $10 billion in assets under management. The firm offers financial planning, consulting, and portfolio management services to high-net-worth individuals, corporations, charitable organizations, and other investment advisors. Northrock Partners is headquartered in Minneapolis, MN.
Northrock Partners, LLC

225 SOUTH SIXTH STREET

MINNEAPOLIS, MN 55402

$5.80B

Assets Under Management

Not reported

Total Clients

41

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Erin Rogers’s Registration & Firm History

MD

08/04/2023 - Present

Northrock Partners, LLC (Ellicott City MD)

NC

07/30/2020 - 08/07/2023

LION STREET FINANCIAL, LLC (Raleigh NC)

DC

12/19/2013 - 09/03/2019

FIDELITY BROKERAGE SERVICES LLC (WASHINGTON DC)

DC

02/20/2013 - 12/20/2013

FOLGER NOLAN FLEMING DOUGLAS INCORPORATED (WASHINGTON DC)

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Licenses & Designations

BOTH

Issued 05/06/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/19/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Erin Tobin Rogers.
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