Skip to content

Michael Alan Rodgers

Investment adviser representative at Independent Wealth Network, Inc.
11 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$518.4MFirm assets

Are you Michael Alan Rodgers? Claim your profile

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

11 years in the industry.

  1. Brokers International Financial Services, LLCJan 2018 to now
  2. Independent Wealth Network, Inc.Nov 2017 to now
  3. Financial Wellness, LLCNov 2017 to now
  4. Kestra Financial, Inc.Oct 2015 to Nov 2017

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2017

State registrations

Registered as an investment adviser representative in 4 states (CA, IL, TX, VA).

Independent Wealth Network, Inc.

$518.4MAssets managed
1,460Clients
34Advisers
9 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
6564456
Firm CRD
286262
Advisor's SEC record (opens in a new tab)
CallContact this firm