Mark Rodgers is a registered investment advisor, based in Chicago, IL, with 29 years of industry experience.
Location
1512 W. Chicago Ave, Suite 1, Chicago, IL, 60642
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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
Mark is an investment advisor representative and owner of BMR Retirement Group LLC, spending nearly full-time on these activities. He also partners with Financial Strategies Group LLC and Financial Independence Group to assist with life insurance and long-term care sales, and sells fixed business products, dedicating minimal time to these insurance-related activities.
Employment History
Current Registrations
Concurrent Investment Advisors, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Securian Financial Services, INC.Broker
Ing Financial Advisers, LLCBroker
Cigna Financial Services, INC.Broker
Liberty Funds Distributor, INC.Broker
Liberty Securities CorporationBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations16 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.