Kathryn Ann Rodgers

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2021 → 05/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bloomington, MN
• 01/2019 → 07/2021
  Nepsis
  Savage, MN
• 11/2014 → 07/2021
  Farmington Independent School District 192
  Farmington, MN
• 07/2010 → Present
  Aramark / Centerplate
  Minneapolis, MN
• 06/2014 → 09/2016
  South Suburban Evangelical Free Church
  Apple Valley, MN
• 05/2024 → Present
  Morgan Stanley Smith Barney Llc
  Bloomington, MN

Previous Registrations

• 2022-02-18 → 2024-06-11
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Bloomington, MN

Other Businesses

* 596425 - Aramark; Investment related -No; Minneapolis, Minnesota; Retail/Online Stores; Employee (proprietor, partner, officer, director, employee, trustee, agent); 07/2011; During business hours: 0; After business hours: 8; Customer Service (2) Partners in Community Service / Non-Investment Related / St. Paul, MN / Caregiver / 15-30 hours devoted per month / 0 during trading hours / provide care in daily activities to mentally handicapped adult.

Exams

• S66 Uniform Combined State Law Examination
  2022-02-17
• S63 Uniform Securities Agent State Law Examination
  1997-04-23

Other Names

• Katie Rodgers
• Kathryn Ann Landsworth
• Kathryn Ann Rodgers