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Matthew David Rodgers

Investment adviser representative at Nova R Wealth, Inc.
13 yearsExperience
1 stateRegistered in
CFADesignation
$452.6MFirm assets

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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
  • Pension consulting

Experience

13 years in the industry.

  1. Nova R Wealth, Inc.May 2018 to now
  2. Stephens INc.Jun 2017 to May 2018
  3. University of ArkansasAug 2013 to May 2017

Designations

  • CFA

Exams passed

  • Series 66 · Uniform Combined State Law2017

State registrations

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

Nova R Wealth, Inc.

$452.6MAssets managed
323Clients
5Advisers
12 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
6653883
Firm CRD
169574
Advisor's SEC record (opens in a new tab)
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