CR
CFP
CR
CFP

Christine Rodgers

26 Years of Experience
Jefferson City, MO
Broker

Christine Rodgers is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Jefferson City, MO, with 26 years of industry experience. Christine is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4242 advisors
IM Fee
Planning only
Assets Under Management
$252.3B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

3325 Emerald Lane, Suite A, Jefferson City, MO, 65109

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Christine serves as power of attorney for her mother and has ownership stakes in CFR Wealth Mgmt LLC (100%), Finteris East LLC (20%, nearly full-time commitment), and 1301 Landmark LLC (25%). She also participates in a homeowners association, owns rental property, and is treasurer for a philanthropic organization.

Employment History
Current Registrations
Wells Fargo Advisors
September 2022 - Present · 4 yrs 1 mo
Wells Fargo Advisors Financial Network, LLCBroker
September 2022 - Present · 4 yrs 1 mo
Previous Registrations
Wells Fargo Clearing Services, LLC
June 2012 - September 2022 · 10 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
January 2008 - September 2022 · 14 yrs 8 mos
A. G. Edwards & Sons, INC.Broker
April 2000 - January 2008 · 7 yrs 9 mos
State Registrations20 states
ARCACOFLGAILINKSKYMAMONCNVOHOKORSCTNTXVA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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