Sandie Kay Rodda
Investment adviser representative at Zacks Investment Management, Inc.
10 yearsExperience
1 stateRegistered in
$14.6BFirm assets
34 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 assetsFixed or flat feePerformance-based
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.
- Lbmz Securities, Inc.Aug 2026 to now
- Zacks Investment Management, Inc.Jul 2026 to now
- UnemployedJun 2026 to Jun 2026
- LPL FinancialMar 2026 to May 2026
- UnemployedApr 2025 to Mar 2026
- Allianz Life Financial Services, LLCJul 2023 to Apr 2025
- Allianz Life Insurance Company of North AmericaJul 2023 to Apr 2025
- Morningstar Investment Management LLCNov 2019 to Jun 2023
- UnemployedJul 2018 to Oct 2019
- Invesco Distributors, Inc.Apr 2016 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2008
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (OR).
Zacks Investment Management, Inc.
$14.6BAssets managed
3,741Clients
83Advisers
34 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
- 3244939
- Firm CRD
- 110897