Christopher
Rodgers

Buckingham Strategic Wealth, LLC

CRD#6867184
Investment Advisor
in Indianapolis, IN

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About this Advisor

Christopher Rodgers is a financial advisor working out of Indianapolis, Indiana with 1 year of industry experience. Rodgers currently works for Buckingham Strategic Wealth, LLC. Over the course of their career, they have held roles at Key Investment Services, LLC, Keybank, Crew Carwash, Liberty Tax Service, Key Investment Services, Financial Enhancement Group LLC, World Equity Group and Buckingham Strategic Wealth, LLC. Rodgers has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can work in Indiana. Buckingham Strategic Wealth, LLC is an advisory company that has its headquarters in Saint Louis, MO. It has offices in 48 locations and a total of 584 people on staff. It manages $22 billion in total assets among its 42,145 accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm advises 60 charitable organizations. Of its 42,145 accounts, 45% are held by high-net-worth investors who have at least $1 million in assets available to invest. Buckingham Strategic Wealth, LLC provides a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees typically vary depending on which services the firm provides the client. However, fee types charged by Buckingham Strategic Wealth, LLC likely consist of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

8555 N. River Road Suite 410
Indianapolis, IN 46240

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Buckingham Strategic Wealth, LLC Brokerage Details

Total Assets Under Management

$22,079,589,963

IN Average: $11,469,110,461
Total Number of Employees

584

IN Average: 458
Total Number of Accounts

42,145

IN Average: 33,415
Average Account Size

$523,896

IN Average: $343,232

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Christopher Rodgers Work History

Christopher has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Buckingham Strategic Wealth, LLC

2019 - 2019 (< 1 year)

Keybank

2019 - 2019 (< 1 year)

Key Investment Services

2019 - 2022 (3 years)

Financial Enhancement Group LLC

2019 - 2022 (3 years)

World Equity Group

2017 - 2019 (2 years)

Key Investment Services, LLC

2017 - 2019 (2 years)

Keybank

2015 - 2017 (2 years)

Keybank

2015 - 2015 (< 1 year)

Liberty Tax Service

2013 - 2015 (2 years)

Crew Carwash

*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 Christopher Rodgers 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 Buckingham Strategic Wealth, LLC

Michael Indart
Santa Rosa, CA
Adam Dunavant
Kansas City, MO
Mary Ericksen
Bend, OR
Andrew Leach
Bethesda, MD
Cheryl Povalla
Deerfield, IL
Omar Roman
Saint Louis, MO
Christopher Rodgers
Indianapolis, IN
Jada Diedrich
Saint Louis, MO

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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