Matthew J Rodgers
Investment adviser representative at Vest Financial LLC
11 yearsExperience
1 stateRegistered in
CFADesignation
$51.8BFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Vest Securities LLCMay 2026 to now
- Vest Financial LLCApr 2026 to now
- Alps Distributors, Inc.Sep 2019 to Apr 2026
- Clarkston Capital Partners, LLC.Sep 2019 to Apr 2026
- Morgan StanleyOct 2018 to Sep 2019
- United Shores Professinal Baseball LeagueMay 2016 to Sep 2017
- Varsity Shop Training CenterAug 2015 to Dec 2020
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (MI).
Vest Financial LLC
$51.8BAssets managed
180Clients
14Advisers
13 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
- 7016812
- Firm CRD
- 165976