Unclaimed Profile

Andrew Brian Rogers

ARBOR POINT ADVISORS, LLC·LAVISTA, Nebraska

ARBOR POINT ADVISORS, LLC

12325 PORT GRACE BLVD., LAVISTA, NE 68128CRD# 2229181Firm CRD# 165127

Profile Verification

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

Identity

Andrew Brian Rogers · LAVISTA, NE

Registration

CRD #2229181 · ARBOR POINT ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

About

Andrew Brian Rogers is a registered financial advisor based in LAVISTA, Nebraska, affiliated with ARBOR POINT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

Speak with Andrew

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Andrew is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

ARBOR POINT ADVISORS, LLC

ARBOR POINT ADVISORS

AUM

$6.9B

Regulatory assets under management

Employees

2643

Total firm employees

View all advisors at ARBOR POINT ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2229181

Firm CRD# 165127

View on FINRA BrokerCheck →

Looking for a financial advisor in LAVISTA?

Browse all registered financial advisors in LAVISTA, Nebraska or claim this profile if it's yours.

Browse LAVISTA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Andrew Brian Rogers offer?

Andrew Brian Rogers specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LAVISTA, Nebraska for a consultation.

What are Andrew Brian Rogers's credentials?

Andrew Brian Rogers is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Andrew Brian Rogers located?

Andrew Brian Rogers is based in LAVISTA, Nebraska, working with ARBOR POINT ADVISORS, LLC. Their office serves clients in the LAVISTA metropolitan area and surrounding communities.

How does Andrew Brian Rogers charge for services?

Andrew Brian Rogers'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 ARBOR POINT ADVISORS, LLC?

ARBOR POINT ADVISORS, LLC has approximately 2643 employees and manages $6.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →