Timothy Rogowski
Timothy Rogowski is a registered investment advisor at Stifel Independent Advisors, LLC, based in Portage, MI, with 42 years of industry experience. Their practice areas include Investment Management. Their firm serves 7,902 clients with $5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Stifel Independent Advisors offers investment management through various programs. Fees are generally based on a percentage of assets, but can be a fixed dollar amount. The Stifel Vantage Program charges transaction-based commissions. The Stifel Summit Program charges up to 1.00% of the total value of investments under management. Fees are negotiable.
Location
8051 Moorsbridge Road, Portage, MI, 49024
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Timothy is the owner of Wings Financial Group, providing financial consulting services since 1988. He dedicates a full-time commitment to managing, marketing, and sales during securities trading hours.
Employment History
Current Registrations
Stifel Independent Advisors, LLC
Stifel Independent Advisors, LLCBroker
Previous Registrations
Raymond James Financial Services, INC.Broker
Fahnestock & CO. INC.Broker
First of Michigan CorporationBroker
Roney & CO.Broker
State Registrations11 states
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