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Timothy Micheal Rodgers

49 Financial

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About Timothy Micheal Rodgers

Timothy Rodgers is a financial advisor with over 6 years of experience in the industry. Timothy is currently registered with 49 Financial and has been with the firm since 2023. Timothy has also held prior roles with Purshe Kaplan Sterling Investments, AXA Advisors, LLC, and Thrivent Advisor Network, LLC. Timothy holds Series 66, Series 7, and SIE licenses and has an active registration in Arkansas and Texas. Timothy specializes in portfolio management for individuals and businesses, and financial planning. Timothy provides financial services to a wide range of clients, including individuals, high-net-worth individuals, and small businesses.

Firm Information

Timothy Rodgers is currently registered with 49 Financial. 49 Financial is an investment advisor registered with the SEC and headquartered in Austin, TX. The firm provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. They manage approximately $566 million in assets for 3,364 clients, primarily high-net-worth individuals and other individuals.
49 Financial

916 S CAPITAL OF TEXAS HIGHWAY

AUSTIN, TX 78746

$566.22M

Assets Under Management

Not reported

Total Clients

105

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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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.

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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Timothy Rodgers’s Registration & Firm History

AR

01/03/2023 - Present

49 Financial (Rogers AR)

AR

11/15/2019 - 01/10/2024

PURSHE KAPLAN STERLING INVESTMENTS (Rogers AR)

TX

01/25/2018 - 11/20/2019

AXA ADVISORS, LLC (DALLAS TX)

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Licenses & Designations

BOTH

Issued 03/05/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/25/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Timothy Micheal Rodgers.
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