Matthew Rodgers is a CFA-designated registered investment advisor at Vest Financial LLC, based in Berkley, MI, with 7 years of industry experience. Matthew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 180 clients with $52B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Berkley, MI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew is an associate at Clarkston Capital Partners LLC, dedicating full-time hours to investments. He also works with ALPS Distributors, Inc.
Employment History
Current Registrations
Vest Financial LLC
Vest Securities, LLC
Vest Securities, LLCBroker
Previous Registrations
Clarkston Capital Partners, LLC
Alps Distributors, INC.Broker
Morgan Stanley
Morgan StanleyBroker
State Registrations1 state
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