Unclaimed Profile

Rodney Kresge

SOWELL FINANCIAL SERVICES, LLC·NORTH LITTLE ROCK, Arkansas

SIE, Series 4, Series 6, Series 7, Series 24, Series 26, Series 52TO, Series 53, Series 63, Series 65, Series 99TOClean record19 years registeredSOWELL FINANCIAL SERVICES, LLC

5320 NORTHSHORE DRIVE, NORTH LITTLE ROCK, AR 72118CRD# 2611596Firm CRD# 127145

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Rodney Kresge · NORTH LITTLE ROCK, AR

Registration

CRD #2611596 · SOWELL FINANCIAL SERVICES, LLC · 19 years registered

Brand Profile

Not yet started

Career History

SOWELL MANAGEMENT

Nov 2019 – present

SB ADVISORY, LLC

Oct 2018 – Oct 2019

ATLANTA, GA

FOOTHILL SECURITIES, INC.

Jul 2016 – Dec 2016

Kennesaw, GA

J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC

May 2007 – Dec 2015

ATLANTA, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 6

Series 7

Series 24

Series 26

Series 52TO

Series 53

Series 63

Series 65

Series 99TO

Registration record

First registered · May 17, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SOWELL FINANCIAL SERVICES, LLC

CRD 127145 · SEC 801-63991

AUM

$3.3B

Regulatory assets under management

Employees

157

13,257 client accounts

Services offered by SOWELL FINANCIAL SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SOWELL FINANCIAL SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Rodney Kresge offer?

Rodney Kresge specializes in Financial Planning, Investment Management. Contact their office in NORTH LITTLE ROCK, Arkansas for a consultation.

What are Rodney Kresge's credentials?

Rodney Kresge is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Rodney Kresge located?

Rodney Kresge is based in NORTH LITTLE ROCK, Arkansas, working with SOWELL FINANCIAL SERVICES, LLC. Their office serves clients in the NORTH LITTLE ROCK metropolitan area and surrounding communities.

How does Rodney Kresge charge for services?

Rodney Kresge's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SOWELL FINANCIAL SERVICES, LLC?

SOWELL FINANCIAL SERVICES, LLC has approximately 157 employees and manages $3.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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