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Christopher Rodriguez

4 Years of Experience
Mandeville, LA
Broker

Christopher Rodriguez is a registered investment advisor at Kropog Financial Group, LLC, based in Mandeville, LA, with 4 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 221 clients with $160M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
221 clients
Average Client Portfolio
$726K average
Assets Under Management
$160.5M

Fee Structure

Planning is included in investment management (also available separately)

Kropog Financial charges a percentage of your portfolio each year for wealth management services. The exact percentage depends on the complexity of your situation, the amount of assets managed, and your overall relationship with Kropog Financial, but it will not exceed 2.00% annually. This fee includes normal trading costs. Fees may be negotiable.

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Location

2895 Highway 190 Ste 205, Mandeville, LA, 70471

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Christopher operates under the DBA Kropog Financial Group for his LPL business and is a financial advisor for Kropog Financial Group, LLC. He dedicates nearly full-time hours to these investment-related activities.

Employment History
Current Registrations
Kropog Financial Group, LLC
April 2022 - Present · 4 yrs 1 mo
LPL Financial LLCBroker
January 2022 - Present · 4 yrs 4 mos
State Registrations1 state
LA
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.