Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Rodgers is a financial advisor at Independent Wealth Network, Inc. Michael is a Certified Financial Planner™ professional. Michael has been in the financial services industry since 2015. Michael specializes in portfolio management, financial planning, and retirement planning. Michael is registered to provide investment advisory services in California, Illinois, and Texas.
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.
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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IL
05/04/2021 - Present
Independent Wealth Network, Inc. (Warrenville IL)
IL
01/17/2018 - 09/26/2019
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. (Warrenville IL)
IL
12/12/2016 - 11/10/2017
KESTRA INVESTMENT SERVICES, LLC (NAPERVILLE IL)
BOTH
Issued 01/13/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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