Rodney Kresge
Investment adviser representative at Sowell Management
10 yearsExperience
2 statesRegistered in
$4.8BFirm assets
21 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Quoin Capital LLCMar 2026 to now
- Sowell ManagementNov 2019 to now
- Sowell Management ServicesOct 2019 to now
- Regulatory AffairsJan 2016 to now
- Hb Securities LLCMay 2021 to Oct 2024
- Gardner Financial Services, Inc.Mar 2021 to Mar 2022
- Ifs Securities Inc.Sep 2018 to Oct 2019
- Foothill Securities, Inc.Jul 2016 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 2 states (AR, GA).
Sowell Management
Legal name: Sowell Financial Services, LLC
$4.8BAssets managed
6,624Clients
102Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2611596
- Firm CRD
- 127145