Andrew David Rogers
Investment adviser representative at Legacy Financial Strategies, LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$952MFirm assets
Are you Andrew David Rogers? Claim your profile
Contact this firm
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
- Pension consulting
Experience
12 years in the industry.
- Legacy Financial Strategies, LLCNov 2019 to now
- LPL Financial, LLCAug 2018 to now
- A.D. Rogers & Associates LLCSep 2014 to now
- The Bacchus FoundationJun 2015 to Jun 2018
- Various Insurance Carriers for W&r Insurance AgenciesJul 2014 to Aug 2018
- Waddell & Reed, Inc.May 2014 to Aug 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 2 states (KS, TX).
Legacy Financial Strategies, LLC
$952MAssets managed
696Clients
13Advisers
10 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
- 6329698
- Firm CRD
- 283553