Rodney Kresge is a registered investment advisor at Sowell Management, based in North Little Rock, AR, with 27 years of industry experience. Rodney operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Education Planning, and 7 more. Their firm serves 6,624 clients with $4.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Annual fee generally varies up to 2.50% depending on the portfolio size, composition, services rendered, and the specific investment advisor representative. Fees are negotiable.
Fee Estimator
Location
5320 Northshore Drive, North Little Rock, AR, 72118
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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 Activities
Rodney is a managing member of Regulatory Affairs Consulting, LLC, providing consulting services to broker-dealers and investment advisors, dedicating about 10-20% of his time. He also owns and manages Foothills Trading Company, LLC and is a Series 24 principal with HB Securities, reviewing emails and reports a few hours per week.
Employment History
Current Registrations
Sowell Management
Previous Registrations
Quoin Capital LLCBroker
Hb Securities, LLCBroker
Gardner Financial Services, INC.Broker
Sb Advisory, LLC
Ifs SecuritiesBroker
Foothill Securities, INC.
Foothill Securities, INC.Broker
J P Turner & Company Capital Management, LLC
J.P. Turner & Company, L.L.C.Broker
The Malachi Group, INC.Broker
Centennial Capital Management, INC.Broker
Wma Securities, INC.Broker
State Registrations2 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.
Exams
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