Christopher
Rodriguez

Kropog Financial Group, LLC

CRD#7422081
Investment Advisor
in Mandeville, LA

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About this Advisor

Christopher Rodriguez is a financial advisor working out of Mandeville, Louisiana with a total of 1 year of relevant experience. Rodriguez currently works for Kropog Financial Group, LLC. Their career trajectory has included roles at Kropog Financial Group, LLC, Tulane University, Iberia Bank, Trumpet Advertising, The Boot, Holy Cross High Scool and Lpl Financial, LLC. Rodriguez maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Louisiana. Kropog Financial Group, LLC is a company based in Mandeville, LA. The investment advisory business has a total of six advisors. It administers $95 million in total assets between its 464 accounts, making it one of the smaller financial advisory firms in the country by assets under management. Of its 464 accounts, just 12% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The company has a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial advice usually are based on the type of services offered. Fees charged by Kropog Financial Group, LLC most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2895 Highway 190 Ste 205
Mandeville, LA 70471

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Kropog Financial Group, LLC Brokerage Details

Total Assets Under Management

$94,649,508

LA Average: $486,181,852
Total Number of Employees

6

LA Average: 13
Total Number of Accounts

464

LA Average: 722
Average Account Size

$203,986

LA Average: $673,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Christopher Rodriguez Work History

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

2022 - Present (2 years)

Kropog Financial Group, LLC

2022 - Present (2 years)

Lpl Financial, LLC

2021 - 2022 (1 year)

Kropog Financial Group, LLC

2020 - 2021 (1 year)

Iberia Bank

2019 - 2020 (1 year)

Iberia Bank

2018 - 2021 (3 years)

Tulane University

2018 - 2019 (1 year)

Trumpet Advertising

2015 - 2019 (4 years)

The Boot

2013 - 2017 (4 years)

Tulane University

2009 - 2013 (4 years)

Holy Cross High Scool

*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 Rodriguez 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 Kropog Financial Group, LLC

Courtney Valentine
Mandeville, LA
Christopher Rodriguez
Mandeville, LA
Ryan Kropog
Mandeville, LA
James Kropog
Mandeville, LA

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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