Rodney
Kresge
Sowell Management
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About this Advisor
Rodney Kresge is a financial advisor operating out of North Little Rock, Arkansas with a total of 4 years of relevant experience. Kresge works at Sowell Management. During their career, Kresge has held roles at Hb Securities LLC, Jp Turner And Co. L.L.C, Foothill Securities, Inc, Regulatory Affairs, Ifs Securities Inc and Sowell Management Services. Kresge has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Arkansas and Georgia. Sowell Management is an advisory business that has its headquarters in North Little Rock, AR. The company has offices in 55 locations and a total of 122 employees. It oversees $3 billion in total assets among its 12,450 accounts, placing it among the biggest firms in the country by assets under management. The firm advises 18 charities and foundations. Of its 12,450 client accounts, just 4% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The business provides a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors are based on which services are offered. Fee types charged by Sowell Management can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sowell Management Brokerage Details
$2,809,119,381
122
12,450
$225,632
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Rodney Kresge Work History
Rodney has been registered as a financial advisor for 4 years.*
Hb Securities LLC
Sowell Management Services
Regulatory Affairs
Ifs Securities Inc
Foothill Securities, Inc
Foothill Securities, Inc
Jp Turner And Co. L.L.C
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Rodney Kresge to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sowell Management
Houston, TX
Little Rock, AR
North Little Rock, AR
North Little Rock, AR
North Little Rock, AR
North Little Rock, AR
Gig Harbor, WA
Little Rock, AR
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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