Unclaimed
Laura Clark Rogers is a Registered Investment Advisor Representative. Laura has been in the financial industry for over 20 years and holds the Series 6, 7, 24, 63 and 65 licenses. Laura currently works with Onedigital Investment Advisors, LLC in Overland Park, KS. Prior to this, she worked with UMB Financial Services, Inc., BOSC, Inc., and J.P. Morgan Institutional Investments, Inc.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
KS
08/20/2021 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
MO
06/02/2014 - 07/15/2015
UMB FINANCIAL SERVICES, INC. (KANSAS CITY MO)
KS
06/09/2009 - 04/16/2014
BOSC, INC. (OVERLAND PARK KS)
TX
12/12/2003 - 12/12/2008
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (IRVING TX)
MO
04/19/1996 - 12/12/2003
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
IA
Issued 09/30/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/22/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/2008
Series 24 - General Securities Principal Examination
BC
Issued 07/15/2015
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2004
Series 7 - General Securities Representative Examination
BC
Issued 04/18/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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