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Erika Lee Eckman

Investment adviser representative at Rodgers & Associates
15 yearsExperience
1 stateRegistered in
$1.6BFirm assets
23 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

15 years in the industry.

  1. Rodgers & AssociatesMar 2011 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law2014

State registrations

Registered as an investment adviser representative in 1 state (PA).

Rodgers & Associates

Legal name: Rodgers & Associates, LLC

$1.6BAssets managed
997Clients
12Advisers
23 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
6332360
Firm CRD
121700
Advisor's SEC record (opens in a new tab)
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