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Michael Rodenbaugh

32 Years of Experience
Fort Worth, TX
Broker

Michael Rodenbaugh is a registered investment advisor at Raymond James & Associates, INC., based in Fort Worth, TX, with 32 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

3230 Camp Bowie Blvd, Suites 400 and 775, Fort Worth, TX, 76107

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Michael owns a leased condo as rental property since 2014. This activity is not investment-related.

Employment History
Current Registrations
Raymond James & Associates, INC.
February 2021 - Present · 5 yrs 3 mos
Raymond James & Associates, INC.
February 2021 - Present · 5 yrs 3 mos
Raymond James & Associates, INC.Broker
February 2021 - Present · 5 yrs 3 mos
Previous Registrations
UBS Financial Services INC.
November 2010 - February 2021 · 10 yrs 3 mos
UBS Financial Services INC.Broker
November 2010 - February 2021 · 10 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2003 - November 2010 · 7 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2003 - November 2010 · 7 yrs 10 mos
Strategic Advisers INC.
May 1997 - January 2003 · 5 yrs 8 mos
Fidelity Brokerage Services LLCBroker
June 1993 - January 2003 · 9 yrs 7 mos
Pruco Securities CorporationBroker
March 1993 - May 1993 · 2 mos
State Registrations17 states
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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.