CR
CFP
CR
CFP

Christine Rodgers

25 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 25 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

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 Financial Network, LLCBroker
September 2022 - Present · 3 yrs 8 mos
Wells Fargo Advisors
September 2022 - Present · 3 yrs 8 mos
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 Registrations19 states
ARCACOFLGAILINKSKYMAMONCOHOKORSCTNTXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.