Rodger Karl is a registered investment advisor, based in Maineville, OH, with 35 years of industry experience.
Location
Maineville, OH
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Rodger is an independent insurance agent for various companies through Beacon Cove Financial Group, LLC. He is also an advisory representative of a registered investment advisor (RIA) called CIRA, spending about half his time on this activity, and operates under the DBA name Beacon Cove Financial as an investment advisor representative, dedicating nearly full-time hours to this.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations6 states
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.